Evan Lang
Atwood & Palmer · Kansas City, Missouri
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.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
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 | $2.04B across 1,362 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in KS, MO · CRD 7908337 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.atwoodpalmer.com |
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Questions about Evan
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.
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
- Atwood & Palmer website : specialties, clients served, and fees, checked October 30, 2026
- 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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