Evan Kubiak
Endowment Wealth Management · Hilton Head, South Carolina
Evan Kubiak is a fee-only financial advisor at Endowment Wealth Management in Hilton Head, South Carolina, who holds the CFP credential. Endowment Wealth Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
Request an introduction to Evan →
Facts
| Firm | Endowment Wealth Management |
|---|---|
| Based in | Hilton Head, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $609.2M across 3,057 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC, WI · CRD 7318291 |
| Exams passed | Series 65 (2022) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.napfa.org/firm/45553/29443 |
How Evan's firm compares
- Endowment Wealth Management's average account is about $199,000, from its Form ADV (assets managed divided by 3,057 accounts).
Request an introduction to Evan
Tell Evan a little about what you're looking for. Evan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Evan
Is Evan Kubiak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Evan holds no broker registration, and Endowment Wealth Management 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, Endowment Wealth Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Evan Kubiak based?
Evan Kubiak is based in Hilton Head, South Carolina.
What credentials does Evan Kubiak hold?
Evan Kubiak holds the CFP credential.
Is Evan Kubiak registered with the SEC?
Yes. Evan Kubiak is registered as an investment adviser representative in SC and WI (CRD 7318291), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Endowment Wealth Management manage?
Endowment Wealth Management reports $609.2M across 3,057 accounts in assets under management.
How do I contact Evan Kubiak?
Through Evan's website, www.napfa.org/firm/45553/29443.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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.
See something wrong? Request a correction. Read our methodology.