Luke Anderson
Evergreen Financial Group · Billings, Montana
Luke Anderson is a fee-only financial advisor at Evergreen Financial Group in Billings, Montana. Evergreen Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Evergreen Financial Group |
|---|---|
| Based in | Billings, Montana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $29.5M across 161 accounts |
| SEC registration | Investment adviser representative in MT · CRD 8196466 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.evergreenfinancialgroup.org |
How Luke's firm compares
- Evergreen Financial Group's average account is about $183,000, from its Form ADV (assets managed divided by 161 accounts).
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Questions about Luke
Is Luke Anderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Luke holds no broker registration, and Evergreen Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Luke charge for financial advice?
Luke's firm, Evergreen Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Luke Anderson based?
Luke Anderson is based in Billings, Montana.
Is Luke Anderson registered with the SEC?
Yes. Luke Anderson is registered as an investment adviser representative in MT (CRD 8196466), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Evergreen Financial Group manage?
Evergreen Financial Group reports $29.5M across 161 accounts in assets under management.
How do I contact Luke Anderson?
Through Luke's website, www.evergreenfinancialgroup.org.
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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