Evanson Financial, LLC dba Evanson Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$5,806,107,295
Clients
972
Advisors
4
across 4 offices
About
Evanson Financial provides investment advisory services and written financial planning to individuals, trusts, qualified retirement plan sponsors, endowments and business entities. The fee-only firm manages approximately $5.8 billion in primarily discretionary assets and offers ongoing asset management alongside standalone financial plans and planning portal access.
The firm emphasizes long-term, strategic asset allocation implemented with low-cost, largely institutional-class mutual funds and ETFs (including funds from Dimensional, Vanguard and Avantis), with portfolio tilts toward small‑cap and value rather than frequent tactical trading. Clients commonly grant limited discretionary authority for timely trade execution, receive quarterly monitoring and reporting, and have access to Monte Carlo-based planning analyses.
Although classified with multi-team advisers by assets, Evanson Financial is organized around a single owner and a compact advisory staff under a continuity-minded asset purchase from a predecessor firm. Its operational model is atypical for peers: advisory compensation is billed as fixed annual fees (in advance and quarterly) rather than a percentage-of-AUM structure, and the firm requires custody with Charles Schwab or Fidelity.
Client services
Expertise
Fee options
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.
Main office
See officeMcLean VA
Advisors at this office
1
Offices (4)
Most active in
Alabama · 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
Also doing business as
Evanson Asset Management · Evanson Financial, LLC · Evanson Financial, LLC Dba Evanson Asset Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Laura K
CFP®, Series 65
Santa Cruz, CA
Evanson Financial, LLC dba Evanson Asset Management
Laura Kelly is a CFP® and holds a Series 65 license with 19 years of industry experience. She has been with Evanson Financial, LLC and its predecessor firm since 2013. Evanson Financial provides investment advisory and financial planning services to individuals, trusts, retirement plan sponsors, endowments, and business entities. The fee-only firm manages primarily discretionary assets totaling approximately $5.8 billion, focusing on long-term, strategic asset allocation using low-cost, institutional-class mutual funds and ETFs.
Patrick C
CFP®, Series 65
Monterey, CA
Evanson Financial, LLC dba Evanson Asset Management
Patrick Collins is a CFP® and Series 65 registered advisor with nine years of industry experience. He has been with Evanson Financial, LLC since 2026 and previously worked at Evanson Asset Management, LLC from 2014 to 2026. Evanson Financial provides investment advisory and financial planning services to individuals, trusts, retirement plan sponsors, endowments, and business entities. The fee-only firm manages approximately $5.8 billion in primarily discretionary assets, focusing on long-term strategic asset allocation using low-cost institutional mutual funds and ETFs with portfolio tilts toward small-cap and value.
Joann D
Series 63, Series 65
Reedsport, OR
Evanson Financial, LLC dba Evanson Asset Management
Joann 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.
David S
Series 65
McLean, VA
Evanson Financial, LLC dba Evanson Asset Management
David Sherwood Jr. is a financial advisor at Evanson Financial, LLC dba Evanson Asset Management with 20 years of industry experience. He holds a Series 65 credential and has been with Evanson since 2026, following a 20-year tenure at Evanson Asset Management, LLC. Evanson Financial provides investment advisory and financial planning services to individuals, trusts, qualified retirement plan sponsors, endowments, and business entities. The fee-only firm manages approximately $5.8 billion in primarily discretionary assets using a long-term, strategic asset allocation approach that favors low-cost mutual funds and ETFs with portfolio tilts toward small-cap and value investments.
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