Patrick Collins
Evanson Asset Management · Monterey, California
Patrick Collins is a fee-only financial advisor at Evanson Asset Management in Monterey, California, who holds the CFP credential. Patrick charges an ongoing planning fee and a one-time planning fee (ongoing planning from $2,500 a year and one-time plans from $800).
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Facts
| Firm | Evanson Asset Management |
|---|---|
| Based in | Monterey, California |
| Fee model | Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $2,500 a year · One-time plans from $800 · A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $5.85B across 4,304 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6852148 |
| Exams passed | Series 65 (2016) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.evansonasset.com |
How Patrick's firm compares
- Ongoing planning starts at $2,500 a year, below the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $800, below the California median of $2,500 for fee-only firms that publish prices.
- Evanson Asset Management's average account is about $1.4 million, from its Form ADV (assets managed divided by 4,304 accounts).
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Questions about Patrick
Is Patrick Collins a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Evanson Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick charges an ongoing planning fee and a one-time planning fee.
How much does Patrick charge?
According to Evanson Asset Management's website, checked October 30, 2026: ongoing planning from $2,500 a year; one-time plans from $800; a $500,000 asset minimum.
Where is Patrick Collins based?
Patrick Collins is based in Monterey, California.
What credentials does Patrick Collins hold?
Patrick Collins holds the CFP credential.
Is Patrick Collins registered with the SEC?
Yes. Patrick Collins is registered as an investment adviser representative in CA and TX (CRD 6852148), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Evanson Asset Management manage?
Evanson Asset Management reports $5.85B across 4,304 accounts in assets under management.
How do I contact Patrick Collins?
Through Patrick's website, www.evansonasset.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
- Evanson Asset Management 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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