IJD Evergreen Financial Services, LLC
Shoreline, Washington
IJD Evergreen Financial Services, LLC at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here, who holds the MBA.
- Its Form ADV reports 1 employee and 17 individual clients, 16 of them high net worth.
- Its hourly rate of $450 is above the Washington median of $300.
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Shoreline, Washington |
|---|---|
| Website | ijdevergreen.com |
| [email protected] | |
| Phone | (206) 947-3984 |
Questions about IJD Evergreen Financial Services, LLC
How much does IJD Evergreen Financial Services, LLC charge?
IJD Evergreen Financial Services, LLC publishes these prices: one-time plan: from $5,400; hourly: $450 an hour. We found this on its website, checked October 28, 2026.
Does IJD Evergreen Financial Services, LLC have an account minimum?
No. IJD Evergreen Financial Services, LLC says it has no account minimum. We found this on its website, checked October 28, 2026.
How is IJD Evergreen Financial Services, LLC paid?
IJD Evergreen Financial Services, LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does IJD Evergreen Financial Services, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at IJD Evergreen Financial Services, LLC.
What does IJD Evergreen Financial Services, LLC specialize in?
IJD Evergreen Financial Services, LLC's advisors and website list flat-fee planning and retirement planning.
Is IJD Evergreen Financial Services, LLC accepting new clients?
Yes, according to IJD Evergreen Financial Services, LLC's website, checked October 28, 2026.
IJD Evergreen Financial Services, 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.
| One-time plan | From $5,400 |
|---|---|
| Hourly | $450 an hour |
| Account minimum | None |
| How it charges | Flat fee · One-time plans or projects · Hourly |
In the firm's words
"($5,400 minimum to $7,500)" source
"on a specific limited issue at $450/hour" source
"There is no minimum level of assets for clients to seek her advice." source
"Fees are flat- fee project based according to the amount of investment assets and the complexity of the project." 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 1 |
| High-net-worth clients | 16 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 4, 2026 |
| SEC record | CRD 130456 |
Advisors at this firm (1)
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