Evan Mills
Scholar Financial Advising · Winston-Salem, North Carolina
Evan Mills is a fee-only financial advisor at Scholar Financial Advising in Winston-Salem, North Carolina. Evan charges a flat fee or retainer and focuses on flat-fee planning, equity compensation and founders (pre-exit).
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
Facts
| Firm | Scholar Financial Advising |
|---|---|
| Based in | Winston-Salem, North Carolina |
| Fee model | Flat fee or retainer |
| Works virtually | Yes |
| Accepting new clients | Yes |
| SEC registration | Investment adviser representative in NC, TX · CRD 8225735 |
| Exams passed | Series 65 (2026) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | scholarfinancialadvising.com |
| Profile |
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Questions about Evan
Is Evan Mills a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Evan holds no broker registration, and Scholar Financial Advising 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 flat fee or retainer.
Does Evan work with clients virtually?
Yes. Scholar Financial Advising says on its website that it works with clients remotely.
Where is Evan Mills based?
Evan Mills is based in Winston-Salem, North Carolina.
What does Evan specialize in?
Evan's specialties include flat-fee planning, equity compensation, founders (pre-exit), tax planning, estate & legacy planning and retirement planning. Evan works with founders, executives and multi-generational families.
Is Evan Mills registered with the SEC?
Yes. Evan Mills is registered as an investment adviser representative in NC and TX (CRD 8225735), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Evan Mills?
Through Evan's website, scholarfinancialadvising.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
- Scholar Financial Advising 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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