Joel Anderson
Evergreen Wealth Advisors · Raleigh, North Carolina
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.
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Facts
| Firm | Evergreen Wealth Advisors |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $112.5M across 357 accounts |
| SEC registration | Investment adviser representative in NC · CRD 6840246 |
| Exams passed | Series 66 (2017) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.evergreenmoney.com |
How Joel's firm compares
- Evergreen Wealth Advisors's average account is about $315,000, from its Form ADV (assets managed divided by 357 accounts).
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Questions about Joel
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.
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
- 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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