Sam Evans
Evans Wealth Management · Duluth, Georgia
Sam Evans is a fee-only financial advisor at Evans Wealth Management in Duluth, Georgia, who holds the CFA credential. Sam focuses on retirement planning, founders (pre-exit) and estate & legacy planning. Evans Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Founders
- Executives
- Retirees
Facts
| Firm | Evans Wealth Management |
|---|---|
| Based in | Duluth, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $111.1M across 532 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA, TX · CRD 5715560 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.evanswealthmanagement.com |
| Profile |
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Questions about Sam
Is Sam Evans a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sam holds no broker registration, and Evans Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sam charge for financial advice?
Sam's firm, Evans Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sam Evans based?
Sam Evans is based in Duluth, Georgia.
What does Sam specialize in?
Sam's specialties include retirement planning, founders (pre-exit), estate & legacy planning, tax planning, family wealth transfer and pension planning. Sam works with pre-retirees, founders, executives and retirees.
What credentials does Sam Evans hold?
Sam Evans holds the CFA credential.
Is Sam Evans registered with the SEC?
Yes. Sam Evans is registered as an investment adviser representative in GA and TX (CRD 5715560), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Evans Wealth Management manage?
Evans Wealth Management reports $111.1M across 532 accounts in assets under management.
How do I contact Sam Evans?
Through Sam's website, www.evanswealthmanagement.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
- Evans Wealth 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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