# Jeffrey Evans

> Jeffrey Evans is a fee-only financial advisor at Greenwich Advisors in Greenwich, Connecticut. Jeffrey charges a percentage of assets (a $2,000,000 asset minimum) and focuses on estate & legacy planning.

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

## Facts

- **Firm:** Greenwich Advisors
- **Based in:** Greenwich, Connecticut
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $2,000,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $293.2M across 211 accounts
- **Specialties:** Estate & legacy planning
- **Works with:** Ultra high net worth
- **CRD:** 1450880 (https://adviserinfo.sec.gov/individual/summary/1450880)
- **SEC registration:** Investment adviser representative in CT, NY
- **Exams passed:** Series 63 (1986), Series 65 (2019)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.greenwichadvisors.com

## Frequently asked questions

### Is Jeffrey Evans a fee-only financial advisor?

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

### How does Jeffrey charge for financial advice?

Jeffrey charges a percentage of assets.

### How much does Jeffrey charge?

According to Greenwich Advisors's website, checked October 30, 2026: a $2,000,000 asset minimum.

### Does Jeffrey work with clients virtually?

Yes. Greenwich Advisors says on its website that it works with clients remotely.

### Where is Jeffrey Evans based?

Jeffrey Evans is based in Greenwich, Connecticut.

### What does Jeffrey specialize in?

Jeffrey's specialties include estate & legacy planning. Jeffrey works with ultra high net worth.

### Is Jeffrey Evans registered with the SEC?

Yes. Jeffrey Evans is registered as an investment adviser representative in CT and NY (CRD 1450880), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Greenwich Advisors manage?

Greenwich Advisors reports $293.2M across 211 accounts in assets under management.

### How do I contact Jeffrey Evans?

Through Jeffrey's website, www.greenwichadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1450880): 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://greenwichadvisors.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.