EVOadvisers

EVOadvisers at a glance

• One of 305 fee-only firms based in Virginia in the Wellspent graph.
• 5 advisors are listed here; 3 of 5 hold the CFP.
• Its Form ADV reports 7 employees and 167 individual clients, 96 of them high net worth.
• Its average account is about $340,000 (assets it manages divided by its 991 accounts).

Fee-only advisors in Virginia · What fee-only advisors charge in Virginia

Facts

EVOadvisers fees

EVOadvisers 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

Advisors at this firm (5)

• David Obrien

  CFP

• Johanna Moya

• John Clair

  CFP

• John O'Brien

• Stephen Fletcher

  CFP · CIMA · MBA