# Lily Evans

> Lily Evans is a fee-only financial advisor at Evans Wealth Management in Duluth, Georgia. Lily focuses on retirement planning, founders (pre-exit) and estate & legacy planning. Evans Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/lily-evans/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Evans Wealth Management
- **Based in:** Duluth, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $111.1M across 532 accounts
- **Specialties:** Retirement planning, Founders (pre-exit), Estate & legacy planning, Tax planning, Family wealth transfer, Pension planning
- **Works with:** Pre-retirees, Founders, Executives, Retirees
- **CRD:** 8318651 (https://adviserinfo.sec.gov/individual/summary/8318651)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 65 (2026)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.evanswealthmanagement.com

## Frequently asked questions

### Is Lily Evans a fee-only financial advisor?

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

### How does Lily charge for financial advice?

Lily's firm, Evans Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Lily Evans based?

Lily Evans is based in Duluth, Georgia.

### What does Lily specialize in?

Lily's specialties include retirement planning, founders (pre-exit), estate & legacy planning, tax planning, family wealth transfer and pension planning. Lily works with pre-retirees, founders, executives and retirees.

### Is Lily Evans registered with the SEC?

Yes. Lily Evans is registered as an investment adviser representative in GA (CRD 8318651), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Evans Wealth Management manage?

Evans Wealth Management reports $111.1M across 532 accounts in assets under management.

### How do I contact Lily Evans?

Through Lily's website, www.evanswealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8318651): 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
- The firm's website (https://evanswealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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