# Nicholas Stevens

> Nicholas Stevens is a fee-only financial advisor at Evergreen Wealth Management in Boston, Massachusetts, who holds the CFP credential. Nicholas charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $10,800 a year and a $1,000,000 asset minimum) and focuses on flat-fee planning and retirement planning.

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

## Facts

- **Firm:** Evergreen Wealth Management
- **Based in:** Boston, Massachusetts
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $10,800 a year; a $1,000,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $62.5M across 124 accounts
- **Credentials:** CFP
- **Specialties:** Flat-fee planning, Retirement planning
- **Works with:** Retirees
- **CRD:** 5147260 (https://adviserinfo.sec.gov/individual/summary/5147260)
- **SEC registration:** Investment adviser representative in MA, NH
- **Exams passed:** Series 66 (2006)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://evergreenwealthadvisor.com

## Frequently asked questions

### Is Nicholas Stevens a fee-only financial advisor?

Yes. Nicholas Stevens is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Nicholas's firm.

### How does Nicholas charge for financial advice?

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

### How much does Nicholas charge?

According to Evergreen Wealth Management's website, checked October 28, 2026: ongoing planning from $10,800 a year; a $1,000,000 asset minimum.

### Does Nicholas work with clients virtually?

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

### Where is Nicholas Stevens based?

Nicholas Stevens is based in Boston, Massachusetts.

### What does Nicholas specialize in?

Nicholas's specialties include flat-fee planning and retirement planning. Nicholas works with retirees.

### What credentials does Nicholas Stevens hold?

Nicholas Stevens holds the CFP credential.

### Is Nicholas Stevens registered with the SEC?

Yes. Nicholas Stevens is registered as an investment adviser representative in MA and NH (CRD 5147260), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Evergreen Wealth Management manage?

Evergreen Wealth Management reports $62.5M across 124 accounts in assets under management.

### How do I contact Nicholas Stevens?

Through Nicholas's website, evergreenwealthadvisor.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/49963): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: 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://evergreenwealthadvisor.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.