Mindy Evans
Nora Wealth · Atlanta, Georgia
Mindy Evans is a fee-only financial advisor at Nora Wealth in Atlanta, Georgia. Mindy charges a percentage of assets and a one-time planning fee (1% a year on the first tier of assets managed and typically works with clients with $1,000,000 or more) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Executives
- Founders
Facts
| Firm | Nora Wealth |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | 1% a year on the first tier of assets managed · Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $83.7M across 177 accounts |
| SEC registration | Investment adviser representative in GA, TX · CRD 8264353 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.norawealth.com |
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Questions about Mindy
Is Mindy Evans a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mindy holds no broker registration, and Nora Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mindy charge for financial advice?
Mindy charges a percentage of assets and a one-time planning fee.
How much does Mindy charge?
According to Nora Wealth's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.
Where is Mindy Evans based?
Mindy Evans is based in Atlanta, Georgia.
What does Mindy specialize in?
Mindy's specialties include retirement planning, tax planning and estate & legacy planning. Mindy works with executives and founders.
Is Mindy Evans registered with the SEC?
Yes. Mindy Evans is registered as an investment adviser representative in GA and TX (CRD 8264353), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nora Wealth manage?
Nora Wealth reports $83.7M across 177 accounts in assets under management.
How do I contact Mindy Evans?
Through Mindy's website, www.norawealth.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
- Nora Wealth 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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