Michael Fuhr
Evergreen Wealth Services · Mooresville, North Carolina
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.
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Specialties
Who they serve
- Retirees
- Mid-life transitions
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 |
| Assets under management | $30.5M across 50 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, VA · CRD 5433127 |
| Exams passed | Series 65 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | evergreenwealthservices.com |
| Profile |
How Michael's firm compares
- Evergreen Wealth Services's average account is about $609,000, from its Form ADV (assets managed divided by 50 accounts).
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Questions about Michael
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Evergreen Wealth Services website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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