Evan McMordie
Golden Spread Wealth · Canadian, Texas
Evan McMordie is a fee-only financial advisor at Golden Spread Wealth in Canadian, Texas. Evan focuses on family wealth transfer, estate & legacy planning and retirement planning. Golden Spread Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Founders
- Ultra high net worth
Facts
| Firm | Golden Spread Wealth |
|---|---|
| Based in | Canadian, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $17.0M across 57 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6951922 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | goldenspreadwealth.com |
| Profile |
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Questions about Evan
Is Evan McMordie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Evan holds no broker registration, and Golden Spread Wealth 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, Golden Spread Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Evan McMordie based?
Evan McMordie is based in Canadian, Texas.
What does Evan specialize in?
Evan's specialties include family wealth transfer, estate & legacy planning, retirement planning and small business owners. Evan works with multi-generational families, founders and ultra high net worth.
Is Evan McMordie registered with the SEC?
Yes. Evan McMordie is registered as an investment adviser representative in TX (CRD 6951922), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Golden Spread Wealth manage?
Golden Spread Wealth reports $17.0M across 57 accounts in assets under management.
How do I contact Evan McMordie?
Through Evan's website, goldenspreadwealth.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
- Golden Spread Wealth 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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