John O'Brien
Evoadvisors · Richmond, Virginia
John O'Brien is a fee-only financial advisor at Evoadvisors in Richmond, Virginia. Evoadvisors reports charging fixed fees on its Form ADV.
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Facts
| Firm | Evoadvisors |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $337.2M across 991 accounts |
| SEC registration | Investment adviser representative in VA · CRD 7520563 |
| Exams passed | Series 65 (2022) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.evoadvisers.com |
How John's firm compares
- Evoadvisors's average account is about $340,000, from its Form ADV (assets managed divided by 991 accounts).
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Questions about John
Is John O'Brien a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Evoadvisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Evoadvisors, reports charging fixed fees on its SEC Form ADV.
Where is John O'Brien based?
John O'Brien is based in Richmond, Virginia.
Is John O'Brien registered with the SEC?
Yes. John O'Brien is registered as an investment adviser representative in VA (CRD 7520563), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Evoadvisors manage?
Evoadvisors reports $337.2M across 991 accounts in assets under management.
How do I contact John O'Brien?
Through John's website, www.evoadvisers.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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