# Steven Evensen

> Steven Evensen is a fee-only financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, California, who holds the CFP credential. Steven charges a percentage of assets and hourly fees and focuses on small business owners, retirement planning and equity compensation.

Page: https://find.wellspent.co/advisors/steven-evensen/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** Gerber Kawasaki Wealth & Investment Management
- **Based in:** Santa Monica, California
- **Fee model:** Percentage of assets; Hourly
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1B - $5B
- **Credentials:** CFP
- **Specialties:** Small business owners, Retirement planning, Equity compensation, Crypto & digital assets, Pension planning, Sustainable & impact investing, Tax planning, Student loans
- **Works with:** HENRY (High Earners, Not Rich Yet), Executives, Founders, Early-career professionals, Pre-retirees, Divorced individuals, Ultra high net worth
- **CRD:** 6791965 (https://adviserinfo.sec.gov/individual/summary/6791965)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2017)
- **Firm size:** 59 employees
- **Disclosures:** None reported
- **Website:** https://www.gerberkawasaki.com/

## About

Gerber Kawasaki is a progressive wealth and investment management firm based in Santa Monica, dedicated to helping individuals, families, and entrepreneurs achieve their financial goals. With expertise in equity compensation, retirement planning, and personalized investment strategies, the firm empowers clients to grow, protect, and manage wealth with a modern, client-focused approach.

## Frequently asked questions

### Is Steven Evensen a fee-only financial advisor?

Yes. Steven Evensen is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Steven's firm.

### How does Steven charge for financial advice?

Steven charges a percentage of assets and hourly fees.

### Does Steven work with clients virtually?

Yes. Gerber Kawasaki Wealth & Investment Management says on its website that it works with clients remotely.

### Where is Steven Evensen based?

Steven Evensen is based in Santa Monica, California.

### What does Steven specialize in?

Steven's specialties include small business owners, retirement planning, equity compensation, crypto & digital assets, pension planning and sustainable & impact investing. Steven works with HENRY (High Earners, Not Rich Yet), executives, founders, early-career professionals and pre-retirees.

### What credentials does Steven Evensen hold?

Steven Evensen holds the CFP credential.

### Is Steven Evensen registered with the SEC?

Yes. Steven Evensen is registered as an investment adviser representative in CA (CRD 6791965), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Gerber Kawasaki Wealth & Investment Management manage?

Gerber Kawasaki Wealth & Investment Management reports $1B - $5B in assets under management.

### How do I contact Steven Evensen?

Through Steven's website, www.gerberkawasaki.com.

## Sources

- Public advisor directory: listed as fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.gerberkawasaki.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.