Tim Bauer
Evergreen Financial Group · Billings, Montana
Tim Bauer is a fee-only financial advisor at Evergreen Financial Group in Billings, Montana, who holds the CAP, CFP and AIF credentials.
- $30M
- Firm assets managed
- $183,000
- Firm's average account
- 2011
- First securities exam
How does Tim's firm compare?
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Evergreen Financial Group's average account is about $183,000, from its Form ADV (assets managed divided by 161 accounts).
Questions about Tim
Is Tim Bauer a fee-only financial advisor?
Yes. Tim Bauer is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Tim's firm.
How does Tim Bauer charge for financial advice?
Tim's firm, Evergreen Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tim Bauer based?
Tim Bauer is based in Billings, Montana.
What credentials does Tim Bauer hold?
Tim Bauer holds the CAP, CFP and AIF credentials.
Is Tim Bauer registered with the SEC?
Yes. Tim Bauer is registered as an investment adviser representative in MT, UT and WY (CRD 5558662), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does Evergreen Financial Group manage?
Evergreen Financial Group reports $29.5M across 161 accounts in assets under management.
How do I contact Tim Bauer?
Contact details aren't on file yet. Search for Evergreen Financial Group.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Evergreen Financial Group |
|---|---|
| Based in | Billings, Montana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $29.5M across 161 accounts |
| Credentials | CAP · CFP · AIF |
| SEC registration | Investment adviser representative in MT, UT, WY · CRD 5558662 |
| Exams passed | Series 63 (2011) · Series 66 (2017) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Profile |
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Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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