Evan Shiley
Sevenbridge Financial Group · Harrisburg, Pennsylvania
Evan Shiley is a fee-only financial advisor at Sevenbridge Financial Group in Harrisburg, Pennsylvania, who holds the CFP credential. Sevenbridge Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Sevenbridge Financial Group |
|---|---|
| Based in | Harrisburg, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $731.1M across 1,116 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 6949682 |
| Exams passed | Series 66 (2021) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | sevenbridgefinancial.com |
| Profile |
How Evan's firm compares
- Sevenbridge Financial Group's average account is about $655,000, from its Form ADV (assets managed divided by 1,116 accounts).
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Questions about Evan
Is Evan Shiley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Evan holds no broker registration, and Sevenbridge Financial Group 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, Sevenbridge Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Evan Shiley based?
Evan Shiley is based in Harrisburg, Pennsylvania.
What credentials does Evan Shiley hold?
Evan Shiley holds the CFP credential.
Is Evan Shiley registered with the SEC?
Yes. Evan Shiley is registered as an investment adviser representative in PA (CRD 6949682), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sevenbridge Financial Group manage?
Sevenbridge Financial Group reports $731.1M across 1,116 accounts in assets under management.
How do I contact Evan Shiley?
Through Evan's website, sevenbridgefinancial.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
- 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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