Everest Financial Advisors
Cooper City, Florida
Everest Financial Advisors at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 225 individual clients, 20 of them high net worth.
- Its average account is about $130,000 (assets it manages divided by its 479 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Cooper City, Florida |
|---|---|
| Website | everestfa.com |
| [email protected] | |
| Phone | (954) 233-1960 |
Questions about Everest Financial Advisors
How is Everest Financial Advisors paid?
Everest Financial Advisors's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Everest Financial Advisors have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at Everest Financial Advisors, and 3 hold the CFP.
What is the average account at Everest Financial Advisors?
Everest Financial Advisors's average account is about $130,000. That's the assets on its Form ADV divided by its 479 accounts.
What does Everest Financial Advisors specialize in?
Everest Financial Advisors's advisors and website list retirement planning, tax planning, estate & legacy planning and pension planning.
Everest Financial Advisors fees
Everest Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $62 million |
| Individual clients | 205 |
| High-net-worth clients | 20 |
| Accounts managed | 479 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 22, 2026 |
| SEC record | CRD 152866 |
Advisors at this firm (3)
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