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Credentials
Series 63, Series 65
Experience Industry experience
7 years
Location
Reedsport, OR
Evanson Financial, LLC dba Evanson Asset Management
Multi-team
Clients per advisor
243 Very HighAvg AUM per client
$5,973,361 Very HighHNW client ratio
87% Very HighJoann Donangelo is a financial advisor at Evanson Financial, LLC dba Evanson Asset Management, with seven years of industry experience. She holds Series 63 and Series 65 credentials and has been with Evanson since 2019. Evanson Financial provides investment advisory services and written financial planning to individuals, trusts, qualified retirement plan sponsors, endowments, and business entities. The firm emphasizes long-term, strategic asset allocation using low-cost, institutional-class mutual funds and ETFs, with portfolio tilts toward small-cap and value investing.
Based on Evanson Financial, LLC dba Evanson Asset Management
Based on Evanson Financial, LLC dba Evanson Asset Management
Standard financial planning typically starts at $800.
Financial Planning Services charged at $200 per hour.
Account minimum: $500,000 Minimum fee: Annual fees typically range from $2,800 to $10,000 per year, billed quarterly ($700 to $2,500 per quarter). Minimum fees may be waived or negotiated. Fee-only: Fixed annual fees based on estimated time to service account, generally $2,800 to $10,000 per year, billed quarterly. Also hourly fees for financial planning ($200/hr, with standard plans starting at $800). No commissions or performance fees.
Reedsport, OR
Reedsport OR
Advisors at this office
1
Oregon · Texas
7 years of industry experience
Evanson Financial, LLC
2026 - Present • 1 year
McLean, VA
Evanson Asset Management, LLC
2019 - 2026 • 7 years
Monterey, CA
Evanson Asset Management, LLC
2014 - 2026 • 12 years
Carmel, CA
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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