Firm
EverGreen Capital Management
Omaha, Nebraska
Fee-only
EverGreen Capital Management at a glance
- One of 47 fee-only firms based in Nebraska in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 75 individual clients.
- Its average account is about $382,000 (assets it manages divided by its 79 accounts).
Fee-only advisors in Nebraska · What fee-only advisors charge in Nebraska
Facts
| Based in | Omaha, Nebraska |
|---|---|
| Website | evergreencapitalomaha.com |
| Phone | (402) 392-1220 |
EverGreen Capital Management fees
EverGreen Capital Management 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 |
|---|---|
| Assets managed | $30 million |
| Individual clients | 75 |
| Accounts managed | 79 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-35757) |
| Financial planning | Offered |
| Form ADV filed | July 22, 2026 |
| SEC record | CRD 104670 |