# James Place

> James Place is a fee-only financial advisor at Evergreen Advisors in Chattanooga, Tennessee, who holds the CFP credential. James charges a percentage of assets (1% a year on the first tier of assets managed).

Page: https://find.wellspent.co/advisors/james-place/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Evergreen Advisors
- **Based in:** Chattanooga, Tennessee
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $522.8M across 1,440 accounts
- **Credentials:** CFP
- **CRD:** 1209703 (https://adviserinfo.sec.gov/individual/summary/1209703)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1983)
- **Firm size:** 6 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.evergreenadvisors.com

## Frequently asked questions

### Is James Place a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Evergreen Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James charges a percentage of assets.

### How much does James charge?

According to Evergreen Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is James Place based?

James Place is based in Chattanooga, Tennessee.

### What credentials does James Place hold?

James Place holds the CFP credential.

### Is James Place registered with the SEC?

Yes. James Place is registered as an investment adviser representative in TX (CRD 1209703), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Evergreen Advisors manage?

Evergreen Advisors reports $522.8M across 1,440 accounts in assets under management.

### How do I contact James Place?

Through James's website, www.evergreenadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1209703): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.evergreenadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.