Evanson Asset Management

Financial Advisor in Monterey County, CA

Firm Info
Address: 101 Camino Aguajito # 2, Monterey, CA 93940, USA
Phone: (831) 333-2060

Firm Size
Assets Under Management: $5.1 billion
# of Advisors: 6
# of Clients: 4,509
Client to Advisor Ratio: 752:1
Average Account Size: $1.1 million
# of Offices: 1

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

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
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

* required fields

Evanson Asset Management, LLC Overview

Evanson Asset Management, LLC is a fee-only Registered Investment Advisory (RIA) firm based in Carmel, CA. With more than a decade of experience, the firm has been providing investment advice to its clients since 2005. As a fee-only RIA, the firm only charges clients for its advisory services and does not earn any commissions. This means that the firm's interests are fully aligned with its clients, as it has no incentive to sell any particular investment products. At Evanson Asset Management, LLC, the focus is on providing comprehensive financial planning services that are tailored to each client's unique needs. Whether it is retirement planning, tax planning, estate planning, or risk management, the firm's financial advisors take a holistic approach to address all aspects of a client's financial situation. The firm's specialized portfolio management services cater to both individual investors and small businesses, with a focus on creating customized investment plans that align with each client's investment goals. In addition to its fee-only investment advisory services, Evanson Asset Management, LLC also offers comprehensive financial education and resources to help clients make informed investment decisions. With a team of seasoned financial advisors, the firm helps clients navigate the complex world of finance and achieve their long-term financial goals. Overall, Evanson Asset Management, LLC is a trusted partner for investors who value personalized, transparent, and objective financial advice.

Evanson Asset Management, LLC caters to varied clients including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporation types not listed. The firm shares expertise and knowledge with all the esteemed clients, aiming to provide the best-suited products and services tailored to their unique financial goals. The firm's professionals spend adequate time with each of its clients to understand their personal financial needs instantly. Moreover, they offer comprehensive solutions to clients to grow their wealth, preserve assets, and manage financial risks effectively. Evanson Asset Management, LLC has flexible fee structures available depending on the type of service provided. Clients can choose from hourly fees or fixed fees depending on the complexity of their financial situation. Hourly fees are commonly adopted when clients need the firm's professional services for specific tasks that require immediate attention. On the other hand, fixed fees are applied when clients engage more frequently with the firm's services, and the scope of the work is more extensive and requires a more extended period. With years of experience, the firm ensures total transparency in cost and fees, providing the customers with a clear picture of the cost of the services they are availing.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Evanson Asset Management, LLC is $500,000, as stated in their Part 2 Brochure. They provide investment advice to individuals, families, high net worth individuals, and trusts. However, the brochure notes that exceptions can be made to their recommended minimum.

How This Office Can Help Monterey County, CA Residents

Evanson Asset Management is dedicated to helping individuals and families in Monterey County, CA, achieve their financial goals. We understand that many people in the area may be facing unique challenges, such as dealing with the high cost of living, navigating complex tax laws, and planning for retirement. Our team of experienced professionals works closely with clients to provide customized solutions that address their specific needs and goals. Whether you are looking to build wealth, protect your assets, or plan for the future, we have the knowledge and expertise to help you succeed. From investment management and retirement planning to estate planning and tax strategy, we provide comprehensive services that are designed to help you achieve financial success and peace of mind.

To view the Minimum Investment and Fee Schedule for Evanson Asset Management, LLC, visit their Part 2 Brochure.

Services Offered by Evanson Asset Management, 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 Evanson Asset Management, 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
Hourly
Fixed Fees (Other than subscription)
Unavailable
Percentage of Assets Under Management (AUM)
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

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 101 Camino Aguajito # 2, Monterey, CA 93940, USA
Phone (831) 333-2060
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 3483 GREENFIELD PLACE, CARMEL, CA 93923-9425, United States

This firm has no other locations.

State Registrations

Evanson Asset Management, LLC is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Connecticut
  • District of Columbia
  • Florida
  • Georgia
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Louisiana
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Missouri
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • Ohio
  • Oregon
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • Wisconsin

Disciplinary History

Evanson Asset Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs