Firm
Everman Wealth & Prosperity
Fairfax Station, Virginia
Fee-only
Everman Wealth & Prosperity at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 6 individual clients, 2 of them high net worth.
- Its average account is about $85,000 (assets it manages divided by its 24 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the Virginia median of $4,992.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Fairfax Station, Virginia |
|---|---|
| Website | prosperwitheverman.com |
| Phone | (571) 244-1802 |
Everman Wealth & Prosperity 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.
| Ongoing planning | From $10,000 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"Starting base fee Annual Fee: $10,000" source
"Annual Fee: $10,000 Billed Quarterly: $2,500" 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 | $2 million |
| Individual clients | 4 |
| High-net-worth clients | 2 |
| Accounts managed | 24 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 5, 2026 |
| SEC record | CRD 329528 |