Lily Evans
Evans Wealth Management · Duluth, Georgia
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.
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Specialties
Who they serve
- Pre-retirees
- Founders
- Executives
- Retirees
Facts
| Firm | Evans Wealth Management |
|---|---|
| Based in | Duluth, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $111.1M across 532 accounts |
| SEC registration | Investment adviser representative in GA · CRD 8318651 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.evanswealthmanagement.com |
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Questions about Lily
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.
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
- Evans Wealth Management 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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