Jeffrey Evans
Greenwich Advisors · Greenwich, Connecticut
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.
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Specialties
Who they serve
- Ultra high net worth
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 |
| Accepting new clients | Yes |
| Assets under management | $293.2M across 211 accounts |
| SEC registration | Investment adviser representative in CT, NY · CRD 1450880 |
| Exams passed | Series 63 (1986) · Series 65 (2019) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.greenwichadvisors.com |
| Profile |
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Questions about Jeffrey
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.
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
- Greenwich Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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