Evergreen Advisors

Financial Advisor in Chattanooga, TN

Firm Info
Address: 1206 Pointe Centre Dr, Chattanooga, TN 37421, USA
Phone: (423) 933-1814

Firm Size
Assets Under Management: $368.5 million
# of Advisors: 3
# of Clients: 1,228
Client to Advisor Ratio: 409:1
Average Account Size: $300,057
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Other

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Evergreen Advisors, LLC Overview

EVERGREEN ADVISORS, LLC is a fee-only registered investment advisory firm headquartered in Chattanooga, TN. Founded in 2009, the firm has been providing investment advice and financial planning services for over a decade. As a fee-only firm, they do not earn commissions on any investment recommendations, which ensures their clients receive impartial financial advice. EVERGREEN ADVISORS, LLC specializes in investment advice and portfolio management services for individuals and small businesses. They help clients achieve their financial goals by providing customized investment strategies and managing their portfolios effectively. Additionally, they provide pension consulting services to help businesses manage and optimize their retirement plans. In addition to their specialized services, the firm also offers general investment consulting for clients seeking guidance on investment decisions. Their team of financial experts has the experience and knowledge to provide clients with objective, informed advice on a range of investment-related matters. With a commitment to achieving their clients' financial goals, EVERGREEN ADVISORS, LLC is a trusted partner for anyone looking for sound financial advice.

EVERGREEN ADVISORS, LLC provides financial advisory services to a wide range of clients, including individuals, high net worth individuals, pension or profit sharing plans, and other entities seeking customized investment management solutions. The firm's diverse client base reflects its ability to serve investors with varying investment strategies, time horizons, and risk tolerances. Depending on the specific needs of each client, EVERGREEN ADVISORS, LLC offers a variety of fee structures, including a percentage of assets under management (AUM), hourly, fixed, or other types of fees. The firm believes in transparency and ensures that all fees are clearly disclosed to clients in advance of engaging its services. The fee structures are designed to align the interests of the firm and its clients and to provide value and cost-effective investment solutions for each client's unique financial objectives. Whether clients seek short-term or long-term gains, EVERGREEN ADVISORS, LLC offers a range of pricing options to ensure that each client is able to access the best possible investment advice, management, and performance.

Typical Clients, Fee Structures & Investment Minimum

According to EVERGREEN ADVISORS, LLC's Part 2 Brochure, there is no information mentioned about investment minimums. It is advisable to contact the firm directly for further information on their investment policies.

How This Office Can Help Chattanooga, TN Residents

Evergreen Advisors provides a range of financial services to clients in Chattanooga, TN. Their team of experienced financial advisors works with clients to understand their unique financial situation and develop a personalized plan for achieving their financial goals. Whether someone is looking to invest their savings, plan for retirement, or create a budget and manage debt, Evergreen Advisors has the expertise to provide sound advice and guidance. Chattanooga residents may face a range of financial challenges, from navigating a complex tax code to managing the costs associated with homeownership. Evergreen Advisors can help clients in Chattanooga navigate these challenges, providing expertise on tax planning, retirement planning, estate planning, and more. They can also provide guidance on managing debt, developing a budget, and investing in the stock market or other financial instruments. With their personalized approach and commitment to client success, Evergreen Advisors is a trusted partner for anyone living in Chattanooga who is looking to achieve financial stability and security.

To view the Minimum Investment and Fee Schedule for Evergreen Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Evergreen Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Evergreen Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Other
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1206 Pointe Centre Dr, Chattanooga, TN 37421, USA
Phone (423) 933-1814
Opening Hours
  • Mon 8:30 AM–5 PM
  • Tue 8:30 AM–5 PM
  • Wed 8:30 AM–5 PM
  • Thu 8:30 AM–5 PM
  • Fri 8:30 AM–4 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  5 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Evergreen Advisors, LLC is registered to service clients in the following states:

  • Alabama
  • Florida
  • Georgia
  • Louisiana
  • North Carolina
  • Tennessee
  • Texas

Disciplinary History

Evergreen Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs