Evan Luongo
NoDa Wealth Management · Charlotte, North Carolina
Evan Luongo is a fee-only financial advisor at NoDa Wealth Management in Charlotte, North Carolina, who holds the CFP credential. Evan charges a one-time planning fee and a percentage of assets (one-time plans from $3,000 and 0.45%–0.8% a year of assets managed) and focuses on equity compensation, tax planning and estate & legacy planning.
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Specialties
Who they serve
- High earners
- Early-career professionals
- Founders
Facts
| Firm | NoDa Wealth Management |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model | One-time planning fee · Percentage of assets |
| Fees (firm's website) | One-time plans from $3,000 · 0.45%–0.8% a year of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $13.1M across 78 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, TX · CRD 6869821 |
| Exams passed | Series 66 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | nodawealth.com |
| Profile |
How Evan's firm compares
- A one-time plan starts at $3,000, above the North Carolina median of $1,950 for fee-only firms that publish prices.
- NoDa Wealth Management's average account is about $168,000, from its Form ADV (assets managed divided by 78 accounts).
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Questions about Evan
Is Evan Luongo a fee-only financial advisor?
Yes. Evan Luongo is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Evan's firm.
How does Evan charge for financial advice?
Evan charges a one-time planning fee and a percentage of assets.
How much does Evan charge?
According to NoDa Wealth Management's website, checked October 28, 2026: one-time plans from $3,000; 0.45%–0.8% a year of assets managed.
Does Evan work with clients virtually?
Yes. NoDa Wealth Management says on its website that it works with clients remotely.
Where is Evan Luongo based?
Evan Luongo is based in Charlotte, North Carolina.
What does Evan specialize in?
Evan's specialties include equity compensation, tax planning, estate & legacy planning and small business owners. Evan works with high earners, early-career professionals and founders.
What credentials does Evan Luongo hold?
Evan Luongo holds the CFP credential.
Is Evan Luongo registered with the SEC?
Yes. Evan Luongo is registered as an investment adviser representative in NC and TX (CRD 6869821), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does NoDa Wealth Management manage?
NoDa Wealth Management reports $13.1M across 78 accounts in assets under management.
How do I contact Evan Luongo?
Through Evan's website, nodawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- NoDa Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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