Evan McLachlan
Mclachlan Investment Services · Coeur D'Alene, Idaho
Evan McLachlan is a fee-only financial advisor at Mclachlan Investment Services in Coeur D'Alene, Idaho. Mclachlan Investment Services reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Mclachlan Investment Services |
|---|---|
| Based in | Coeur D'Alene, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $4.8M across 12 accounts |
| SEC registration | Investment adviser representative in ID · CRD 5866067 |
| Exams passed | Series 65 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Evan's firm compares
- Mclachlan Investment Services's average account is about $400,000, from its Form ADV (assets managed divided by 12 accounts).
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Questions about Evan
Is Evan McLachlan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Evan holds no broker registration, and Mclachlan Investment Services 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, Mclachlan Investment Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Evan McLachlan based?
Evan McLachlan is based in Coeur D'Alene, Idaho.
Is Evan McLachlan registered with the SEC?
Yes. Evan McLachlan is registered as an investment adviser representative in ID (CRD 5866067), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mclachlan Investment Services manage?
Mclachlan Investment Services reports $4.8M across 12 accounts in assets under management.
How do I contact Evan McLachlan?
Contact details aren't on file yet. Search for Mclachlan Investment Services.
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.
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