Roy Hsu
Evoke Financial Services · Seattle, Washington
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.
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Specialties
Who they serve
- Founders
- Mid-life transitions
Facts
| Firm | Evoke Financial Services |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $55.8M across 81 accounts |
| SEC registration | Investment adviser representative in WA · CRD 6930529 |
| Exams passed | Series 66 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.evokefinancialservices.com |
| Profile |
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Questions about Roy
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.
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
- Evoke Financial Services 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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