Evanson Financial, LLC dba Evanson Asset Management

Evanson Financial provides investment advisory and financial planning to individuals, families, trusts, qualified retirement plan sponsors, and business entities. The firm operates as a fee-only adviser that delivers discretionary portfolio management for individual clients and written financial plans via a client portal, and it does not sell commission products or recommend funds with 12b-1 fees.

The firm’s investment approach emphasizes strategic asset allocation and long‑term, evidence‑based portfolios built primarily with low‑cost, institutional‑class mutual funds and ETFs, with intentional tilts toward small‑cap and value exposures and limited tactical trading; accounts are monitored quarterly and rebalanced as appropriate, with tax‑loss harvesting available upon request. Financial planning is presented as detailed written analyses and cash‑flow modeling (including Monte Carlo simulations) and can be implemented by the firm at the client’s discretion.

Distinctive features include a single‑member LLC structure that acquired a predecessor advisory business and continues the same investment team and philosophy while managing over $5 billion in client assets, a scale that is uncommon for a solo‑owned adviser. The firm also uses institutional‑only fund access (e.g., DFA funds), employs fixed annual advisory fees billed quarterly and offers hourly planning engagements, and does not act as a private‑fund adviser.