Richard Makowski
Evident Financial · Erie, Pennsylvania
Richard Makowski is a fee-only financial advisor at Evident Financial in Erie, Pennsylvania, who holds the CFP credential. Evident Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Evident Financial |
|---|---|
| Based in | Erie, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $149.7M across 212 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, PA · CRD 7326708 |
| Exams passed | Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.evidentfinancial.com |
| Profile |
How Richard's firm compares
- Evident Financial's average account is about $706,000, from its Form ADV (assets managed divided by 212 accounts).
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Questions about Richard
Is Richard Makowski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Evident Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Evident Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Richard Makowski based?
Richard Makowski is based in Erie, Pennsylvania.
What credentials does Richard Makowski hold?
Richard Makowski holds the CFP credential.
Is Richard Makowski registered with the SEC?
Yes. Richard Makowski is registered as an investment adviser representative in NY and PA (CRD 7326708), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Evident Financial manage?
Evident Financial reports $149.7M across 212 accounts in assets under management.
How do I contact Richard Makowski?
Through Richard's website, www.evidentfinancial.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
- 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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