Everett Wealth Solutions, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Everett Wealth Solutions provides retirement, financial, estate and college planning and discretionary portfolio management for retirees, pre‑retirees, working professionals, families, high‑net‑worth clients, trusts and small businesses. The firm also offers implementation assistance, ongoing reviews, unlimited telephone support and access to an encrypted client portal that provides planning tools and net‑worth snapshots.
The firm uses a documented 4‑step review process (Discover, Understand, Choice, Implementation) to develop individualized financial plans and model portfolios and manages client accounts on a discretionary basis. Investment options are limited to securities available on the client’s custodian platform and typically include ETFs, stocks, bonds, mutual funds and structured notes; the adviser may also allocate portions of client assets to approved sub‑advisers and operates wrap fee accounts.
Compared with many solo independent advisers, the brochure discloses an insurance affiliation: the principal is separately licensed to sell insurance and may receive commissions, a relationship the firm says it discloses and documents as a potential conflict even while characterizing its planning services as fee‑only. The firm also describes client communications and educational activities that are less common among peers — including periodicals/newsletters and educational seminars or workshops — alongside the encrypted portal and individualized reporting.
Client services
Expertise
Demographic focus
Fee options
$50,000 - $1,500,000: 1.25% $1,500,001 - $3,000,000: 1.15% $3,000,001 - $5,000,000+: 0.90%
Account minimum: $50,000 Fee-only: Financial planning fees typically range from $3,000 to $10,000 depending on scope; initial consultation is free; initial $500 fee due at agreement execution; ongoing financial planning fees may be negotiable.
Main office
407 Marengo Avenue
Forest Park IL 60130-1707
Advisors at this office
1
Most active in
Illinois
Also doing business as
Everett & Associates, Inc. · Everett Wealth Solutions, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)