# Evan Lang

> Evan Lang is a fee-only financial advisor at Atwood & Palmer in Kansas City, Missouri, who holds the CFA credential. Evan charges a percentage of assets and a flat fee or retainer (1% a year on the first tier of assets managed) and focuses on family wealth transfer.

Page: https://find.wellspent.co/advisors/evan-lang/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Atwood & Palmer
- **Based in:** Kansas City, Missouri
- **Fee model:** Percentage of assets; Flat fee or retainer
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $2.04B across 1,362 accounts
- **Credentials:** CFA
- **Specialties:** Family wealth transfer
- **Works with:** Ultra high net worth, Multi-generational families
- **CRD:** 7908337 (https://adviserinfo.sec.gov/individual/summary/7908337)
- **SEC registration:** Investment adviser representative in KS, MO
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.atwoodpalmer.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Evan holds no broker registration, and Atwood & Palmer 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 charges a percentage of assets and a flat fee or retainer.

### How much does Evan charge?

According to Atwood & Palmer's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is Evan Lang based?

Evan Lang is based in Kansas City, Missouri.

### What does Evan specialize in?

Evan's specialties include family wealth transfer. Evan works with ultra high net worth and multi-generational families.

### What credentials does Evan Lang hold?

Evan Lang holds the CFA credential.

### Is Evan Lang registered with the SEC?

Yes. Evan Lang is registered as an investment adviser representative in KS and MO (CRD 7908337), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Atwood & Palmer manage?

Atwood & Palmer reports $2.04B across 1,362 accounts in assets under management.

### How do I contact Evan Lang?

Through Evan's website, www.atwoodpalmer.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7908337): 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
- The firm's website (https://www.atwoodpalmer.com/): specialties, clients served, and fees, checked October 30, 2026

---

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