Firm
Evergreen Advisors
Chattanooga, Tennessee
Fee-only
Evergreen Advisors at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 6 employees and 487 individual clients, 130 of them high net worth.
- Its average account is about $363,000 (assets it manages divided by its 1,440 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Chattanooga, Tennessee |
|---|---|
| Website | evergreenadvisors.com |
| Phone | (423) 933-1814 |
Evergreen Advisors 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Up to $1,000,000 1.00%" source
"will be charged as a percentage of assets under management, according to the following schedule" 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $523 million |
| Individual clients | 357 |
| High-net-worth clients | 130 |
| Accounts managed | 1,440 |
| Employees | 6 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-70106) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 149861 |