Firm
Evergreen Wealth Management
Boston, Massachusetts
Fee-only
Evergreen Wealth Management at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 30 individual clients, 29 of them high net worth.
- Its average account is about $504,000 (assets it manages divided by its 124 accounts).
- Its ongoing planning fee starts at $10,800 a year, above the Massachusetts median of $5,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Boston, Massachusetts |
|---|---|
| Website | evergreenwealthadvisor.com |
| [email protected] | |
| Phone | (978) 495-6848 |
Evergreen Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,800 a year |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"flat fee of $900 per month ($10,800 per year)" source
"Evergreen has a $1,000,000 asset minimum across the household." source
"flat fee of $900 per month ($10,800 per year)" source
"We charge a flat, all-inclusive fee of $900 per month" 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 | Fixed fees |
|---|---|
| Assets managed | $63 million |
| Individual clients | 1 |
| High-net-worth clients | 29 |
| Accounts managed | 124 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | October 12, 2026 |
| SEC record | CRD 313909 |