Evan Koch
EDK Advisory · Frisco, Texas
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.
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Facts
| Firm | EDK Advisory |
|---|---|
| Based in | Frisco, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $56.2M across 170 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in IA, NC, TX · CRD 4886810 |
| Exams passed | Series 65 (2004) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | edkadvisory.com |
How Evan's firm compares
- EDK Advisory's average account is about $331,000, from its Form ADV (assets managed divided by 170 accounts).
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Questions about Evan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Frisco
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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