Firm
Evergreen Financial Group
Billings, Montana
Fee-only
Evergreen Financial Group at a glance
- One of 36 fee-only firms based in Montana in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 41 individual clients, 9 of them high net worth.
- Its average account is about $183,000 (assets it manages divided by its 161 accounts).
Facts
| Based in | Billings, Montana |
|---|---|
| [email protected] | |
| Phone | (406) 272-2828 |
Evergreen Financial Group fees
Evergreen Financial Group 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 | $30 million |
| Individual clients | 32 |
| High-net-worth clients | 9 |
| Accounts managed | 161 |
| Employees | 3 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 6, 2026 |
| SEC record | CRD 312097 |