Nicholas Stevens
Evergreen Wealth Management · Boston, Massachusetts
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.
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Specialties
Who they serve
- Retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $62.5M across 124 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, NH · CRD 5147260 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | evergreenwealthadvisor.com |
| Profile |
How Nicholas's firm compares
- Ongoing planning starts at $10,800 a year, above the Massachusetts median of $5,000 for fee-only firms that publish prices.
- Evergreen Wealth Management's average account is about $504,000, from its Form ADV (assets managed divided by 124 accounts).
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Questions about Nicholas
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Evergreen Wealth Management 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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