# Joel Anderson

> Joel Anderson is a fee-only financial advisor at Evergreen Wealth Advisors in Raleigh, North Carolina. Evergreen Wealth Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/joel-anderson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Evergreen Wealth Advisors
- **Based in:** Raleigh, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $112.5M across 357 accounts
- **CRD:** 6840246 (https://adviserinfo.sec.gov/individual/summary/6840246)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 66 (2017)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** https://www.evergreenmoney.com

## Frequently asked questions

### Is Joel Anderson a fee-only financial advisor?

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

### How does Joel charge for financial advice?

Joel's firm, Evergreen Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Joel Anderson based?

Joel Anderson is based in Raleigh, North Carolina.

### Is Joel Anderson registered with the SEC?

Yes. Joel Anderson is registered as an investment adviser representative in NC (CRD 6840246), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Evergreen Wealth Advisors manage?

Evergreen Wealth Advisors reports $112.5M across 357 accounts in assets under management.

### How do I contact Joel Anderson?

Through Joel's website, www.evergreenmoney.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6840246): 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

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