# Evan Koch

> Evan Koch is a fee-only financial advisor at EDK Advisory in Frisco, Texas, who holds the PFS credential. EDK Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/evan-koch/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** EDK Advisory
- **Based in:** Frisco, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $56.2M across 170 accounts
- **Credentials:** PFS
- **CRD:** 4886810 (https://adviserinfo.sec.gov/individual/summary/4886810)
- **SEC registration:** Investment adviser representative in IA, NC, TX
- **Exams passed:** Series 65 (2004)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://edkadvisory.com

## Frequently asked questions

### Is Evan Koch a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Evan holds no broker registration, and EDK Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Evan charge for financial advice?

Evan's firm, EDK Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Evan Koch based?

Evan Koch is based in Frisco, Texas.

### What credentials does Evan Koch hold?

Evan Koch holds the PFS credential.

### Is Evan Koch registered with the SEC?

Yes. Evan Koch is registered as an investment adviser representative in IA, NC and TX (CRD 4886810), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does EDK Advisory manage?

EDK Advisory reports $56.2M across 170 accounts in assets under management.

### How do I contact Evan Koch?

Through Evan's website, edkadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4886810): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.