# Roy Hsu

> Roy Hsu is a fee-only financial advisor at Evoke Financial Services in Seattle, Washington. Roy focuses on sustainable & impact investing and small business owners. Evoke Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Evoke Financial Services
- **Based in:** Seattle, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $55.8M across 81 accounts
- **Specialties:** Sustainable & impact investing, Small business owners
- **Works with:** Founders, Mid-life transitions
- **CRD:** 6930529 (https://adviserinfo.sec.gov/individual/summary/6930529)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 66 (2018)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.evokefinancialservices.com

## Frequently asked questions

### Is Roy Hsu a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Roy holds no broker registration, and Evoke Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Roy charge for financial advice?

Roy's firm, Evoke Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Roy Hsu based?

Roy Hsu is based in Seattle, Washington.

### What does Roy specialize in?

Roy's specialties include sustainable & impact investing and small business owners. Roy works with founders and mid-life transitions.

### Is Roy Hsu registered with the SEC?

Yes. Roy Hsu is registered as an investment adviser representative in WA (CRD 6930529), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Evoke Financial Services manage?

Evoke Financial Services reports $55.8M across 81 accounts in assets under management.

### How do I contact Roy Hsu?

Through Roy's website, www.evokefinancialservices.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6930529): 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://evokefinancialservices.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.