# Pamela Evason

> Pamela Evason is a fee-only financial advisor at Windermere Wealth Advisors in Elm Grove, Wisconsin, who holds the CFA credential. Pamela charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $10,000 a year and one-time plans from $2,500).

Page: https://find.wellspent.co/advisors/pamela-evason/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Windermere Wealth Advisors
- **Based in:** Elm Grove, Wisconsin
- **Fee model:** Percentage of assets; Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $10,000 a year; one-time plans from $2,500; typically works with clients with $1,000,000 or more
- **Assets under management (firm):** $84.2M across 173 accounts
- **Credentials:** CFA
- **CRD:** 5771930 (https://adviserinfo.sec.gov/individual/summary/5771930)
- **SEC registration:** Investment adviser representative in WI
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://windermerewealth.com/

## Frequently asked questions

### Is Pamela Evason a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Pamela holds no broker registration, and Windermere Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Pamela charge for financial advice?

Pamela charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee.

### How much does Pamela charge?

According to Windermere Wealth Advisors's website, checked October 30, 2026: ongoing planning from $10,000 a year; one-time plans from $2,500; typically works with clients with $1,000,000 or more.

### Where is Pamela Evason based?

Pamela Evason is based in Elm Grove, Wisconsin.

### What credentials does Pamela Evason hold?

Pamela Evason holds the CFA credential.

### Is Pamela Evason registered with the SEC?

Yes. Pamela Evason is registered as an investment adviser representative in WI (CRD 5771930), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Windermere Wealth Advisors manage?

Windermere Wealth Advisors reports $84.2M across 173 accounts in assets under management.

### How do I contact Pamela Evason?

Through Pamela's website, windermerewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5771930): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://windermerewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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