Firm
Evergreen Investing
Castle Pines, Colorado
Fee-only
Evergreen Investing at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 28 individual clients, 11 of them high net worth.
- Its average account is about $313,000 (assets it manages divided by its 100 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Castle Pines, Colorado |
|---|---|
| Phone | (303) 800-6350 |
Evergreen Investing fees
Evergreen Investing 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 · Fixed fees |
|---|---|
| Assets managed | $31 million |
| Individual clients | 17 |
| High-net-worth clients | 11 |
| Accounts managed | 100 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 150006 |