# Michael Fuhr

> Michael Fuhr is a fee-only financial advisor at Evergreen Wealth Services in Mooresville, North Carolina, who holds the CFP credential. Michael charges a flat fee or retainer and an ongoing planning fee (typically works with clients with $2,000,000 or more) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/michael-fuhr/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Evergreen Wealth Services
- **Based in:** Mooresville, North Carolina
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** typically works with clients with $2,000,000 or more
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $30.5M across 50 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Retirees, Mid-life transitions
- **CRD:** 5433127 (https://adviserinfo.sec.gov/individual/summary/5433127)
- **SEC registration:** Investment adviser representative in NC, VA
- **Exams passed:** Series 65 (2007)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://evergreenwealthservices.com

## Frequently asked questions

### Is Michael Fuhr a fee-only financial advisor?

Yes. Michael Fuhr is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Michael's firm.

### How does Michael charge for financial advice?

Michael charges a flat fee or retainer and an ongoing planning fee.

### How much does Michael charge?

According to Evergreen Wealth Services's website, checked October 28, 2026: typically works with clients with $2,000,000 or more.

### Does Michael work with clients virtually?

Yes. Evergreen Wealth Services says on its website that it works with clients remotely.

### Where is Michael Fuhr based?

Michael Fuhr is based in Mooresville, North Carolina.

### What does Michael specialize in?

Michael's specialties include retirement planning. Michael works with retirees and mid-life transitions.

### What credentials does Michael Fuhr hold?

Michael Fuhr holds the CFP credential.

### Is Michael Fuhr registered with the SEC?

Yes. Michael Fuhr is registered as an investment adviser representative in NC and VA (CRD 5433127), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Evergreen Wealth Services manage?

Evergreen Wealth Services reports $30.5M across 50 accounts in assets under management.

### How do I contact Michael Fuhr?

Through Michael's website, evergreenwealthservices.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/michael-fuhr-10931): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://evergreenwealthservices.com/): specialties, clients served, and fees, checked October 28, 2026

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