Pamela Evason
Windermere Wealth Advisors · Elm Grove, Wisconsin
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).
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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 | $84.2M across 173 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WI · CRD 5771930 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | windermerewealth.com |
| Profile |
How Pamela's firm compares
- Ongoing planning starts at $10,000 a year, above the Wisconsin median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $2,500, above the Wisconsin median of $1,900 for fee-only firms that publish prices.
- Windermere Wealth Advisors's average account is about $487,000, from its Form ADV (assets managed divided by 173 accounts).
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Questions about Pamela
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.
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
- Windermere Wealth Advisors 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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