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Advisor

Evan Withner

APM Wealth · Jersey Village, Texas

Evan Withner is a fee-only financial advisor at APM Wealth in Jersey Village, Texas. APM Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmAPM Wealth
Based in Jersey Village, Texas
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$47.4M across 426 accounts
SEC registration Investment adviser representative in CA, CT, FL, LA, MD, NC, NJ, OR, PA, TX · CRD 7887427
Exams passedSeries 65 (2024)
Firm size3 employees
Disclosures None reported
Websitewww.apm-wealth.com

How Evan's firm compares

  • APM Wealth's average account is about $111,000, from its Form ADV (assets managed divided by 426 accounts).

What fee-only advisors charge in Texas

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Questions about Evan

Is Evan Withner a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Evan holds no broker registration, and APM 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, APM Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Evan Withner based?

Evan Withner is based in Jersey Village, Texas.

Is Evan Withner registered with the SEC?

Yes. Evan Withner is registered as an investment adviser representative in CA, CT, FL, LA, MD, NC, NJ, OR, PA and TX (CRD 7887427), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does APM Wealth manage?

APM Wealth reports $47.4M across 426 accounts in assets under management.

How do I contact Evan Withner?

Through Evan's website, www.apm-wealth.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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