Firm
Evolution Financial LLC
Madison, Wisconsin
Fee-only
Evolution Financial LLC at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 73 individual clients, 8 of them high net worth.
- Its average account is about $187,000 (assets it manages divided by its 208 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Madison, Wisconsin |
|---|---|
| Website | evolutionfinplan.com |
| [email protected] | |
| Phone | (608) 229-1335 |
Evolution Financial LLC 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"$0 – $1,000,000: 1.00%" source
"usually is a best fit for those with $500,000 or more in investments" source
"Annual fees are based on Assets Under Management" 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 | $39 million |
| Individual clients | 65 |
| High-net-worth clients | 8 |
| Accounts managed | 208 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 289745 |