Evolution Vision Wealth Management

Evolution Vision Wealth Management at a glance

• One of 212 fee-only firms based in Arizona in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the CFP.
• Its Form ADV reports 2 employees and 98 individual clients, 21 of them high net worth.
• Its average account is about $293,000 (assets it manages divided by its 223 accounts).

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

Facts

Evolution Vision Wealth Management fees

Evolution Vision Wealth Management 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 (2)

• Daniel McCaslin

  CFP

• Kevin Haggerty