Firm
Evanson Asset Management
Santa Cruz, California
Fee-only
Evanson Asset Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 6 employees and 972 individual clients, 847 of them high net worth.
- Its average account is about $1.4 million (assets it manages divided by its 4,304 accounts).
- Its ongoing planning fee starts at $2,500 a year, below the California median of $6,000.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Santa Cruz, California |
|---|---|
| Website | evansonasset.com |
| [email protected] | |
| Phone | (831) 333-2060 |
Evanson Asset Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,500 a year |
|---|---|
| One-time plan | From $800 |
| Account minimum | $500,000 |
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"Typical fees run from $625 per quarter or $2,500 per year" source
"typical plans start at $800." source
"EAM's recommended account minimum is $500,000." source
"We charge a fixed quarterly retainer fee based approximately upon the total number of hours we estimate will be required to service a family's accounts" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $5.8 billion |
| Individual clients | 125 |
| High-net-worth clients | 847 |
| Accounts managed | 4,304 |
| Employees | 6 |
| Planning clients | 0 |
| Registered with | The SEC (801-135448) |
| Financial planning | Offered |
| Form ADV filed | September 2, 2026 |
| SEC record | CRD 340506 |