Evon Mendrin
We help optometrists nationwide build thriving practices and lasting wealth through tailored financial planning and investment management.
Optometry Wealth Advisors LLC · Madera, California
Evon Mendrin is a fee-only financial advisor at Optometry Wealth Advisors LLC in Madera, California, who holds the Certified Student Loan Professional and CFP credentials. Evon charges a flat fee or retainer and hourly fees (ongoing planning from $5,220 a year and one-time plans from $550) and focuses on small business owners, student loans and tax planning.
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Specialties
Who they serve
- HENRY (High Earners, Not Rich Yet)
- High earners
- Founders
- Early-career professionals
About
Optometry Wealth Advisors is a financial planning and investment management firm designed exclusively for optometrists.
We recognize that optometrists—especially private practice owners—face complex financial decisions at every stage of their careers. From navigating federal student loans and the challenges of cold-starting or purchasing a practice, to optimizing cash flow, managing taxes, building wealth, and planning for a successful practice exit, we provide strategic, customized advice for every step of the journey.
Our goal is to alleviate financial stress, maximize opportunities, and give optometrists peace of mind by creating a clear plan for both business and personal financial goals.
With optometry-specific expertise and comprehensive, lifelong financial guidance, we help optometrists to thrive today while building toward long-term financial independence.
Services
- 401(k) & IRA Management
- Business Succession Planning
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Debt Management
- Exit Planning
- Financial Advice & Coaching
- Financial Planning
- Insurance/Risk Management
- Portfolio Management
- Wealth Management
- Tax Strategy
- Risk Management
- Retirement Planning
- Portfolio Rebalancing
- Liquidity & Exit Planning
- Philanthropic Planning
- Investment Management
- Insurance Planning
Facts
| Firm | Optometry Wealth Advisors LLC |
|---|---|
| Based in | Madera, California |
| Fee model | Flat fee or retainer · Hourly |
| Fees (firm's website) | Ongoing planning from $5,220 a year · One-time plans from $550 · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | Under $25M |
| Firm founded | 2021 |
| Firm size | 1 employee |
| Credentials | Certified Student Loan Professional · CFP |
| Investment approach | Passive management |
| SEC registration | Investment adviser representative in CA, TX · CRD 6348026 |
| Exams passed | Series 63 (2014) · Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | optometrywealth.com |
| Profile |
How Evon's firm compares
- Ongoing planning starts at $5,220 a year, below the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $550, below the California median of $2,500 for fee-only firms that publish prices.
- Optometry Wealth Advisors LLC's average account is about $76,000, from its Form ADV (assets managed divided by 104 accounts).
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Questions about Evon
Is Evon Mendrin a fee-only financial advisor?
Yes. Evon Mendrin is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Evon's firm.
How does Evon charge for financial advice?
Evon charges a flat fee or retainer and hourly fees.
How much does Evon charge?
According to Optometry Wealth Advisors LLC's website, checked October 28, 2026: ongoing planning from $5,220 a year; one-time plans from $550; no asset minimum.
Does Evon work with clients virtually?
Yes. Optometry Wealth Advisors LLC says on its website that it works with clients remotely.
Where is Evon Mendrin based?
Evon Mendrin is based in Madera, California.
What does Evon specialize in?
Evon's specialties include small business owners, student loans, tax planning, retirement planning, estate & legacy planning and founders (pre-exit). Evon works with HENRY (High Earners, Not Rich Yet), high earners, founders and early-career professionals.
What credentials does Evon Mendrin hold?
Evon Mendrin holds the Certified Student Loan Professional and CFP credentials.
Is Evon Mendrin registered with the SEC?
Yes. Evon Mendrin is registered as an investment adviser representative in CA and TX (CRD 6348026), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Optometry Wealth Advisors LLC manage?
Optometry Wealth Advisors LLC reports Under $25M in assets under management.
How do I contact Evon Mendrin?
Through Evon's website, optometrywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Optometry Wealth Advisors LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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