Joseph Evangelista
Wingate Wealth Advisors · Lexington, Massachusetts
Joseph Evangelista is a fee-only financial advisor at Wingate Wealth Advisors in Lexington, Massachusetts. Joseph focuses on retirement planning. Wingate Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
- Mid-life transitions
Facts
| Firm | Wingate Wealth Advisors |
|---|---|
| Based in | Lexington, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.42B across 2,802 accounts |
| SEC registration | Investment adviser representative in MA · CRD 3218041 |
| Exams passed | Series 63 (1999) · Series 65 (2015) · Series 66 (2001) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.wingatewealthadvisors.com |
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Questions about Joseph
Is Joseph Evangelista a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Wingate Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Wingate Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joseph Evangelista based?
Joseph Evangelista is based in Lexington, Massachusetts.
What does Joseph specialize in?
Joseph's specialties include retirement planning. Joseph works with executives, retirees, pre-retirees and mid-life transitions.
Is Joseph Evangelista registered with the SEC?
Yes. Joseph Evangelista is registered as an investment adviser representative in MA (CRD 3218041), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wingate Wealth Advisors manage?
Wingate Wealth Advisors reports $1.42B across 2,802 accounts in assets under management.
How do I contact Joseph Evangelista?
Through Joseph's website, www.wingatewealthadvisors.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
- Wingate Wealth 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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