Evergreen Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$603,701,525
Clients
573
Advisors
6
of 12 employees
About
Evergreen Wealth serves a mix of individual and high-net-worth clients as well as retirement plans, charitable organizations, and business entities, offering portfolio management, integrated financial planning, and ERISA-covered retirement plan services. The firm charges asset-based advisory fees for portfolio management and provides both discretionary and non-discretionary management consistent with client objectives.
Investment decisions are guided by fundamental analysis and tailored to client goals, with the firm able to recommend independent investment managers and to use tools such as options and alternative investments (e.g., REITs, private equity, MLPs) for suitable clients. Ongoing monitoring and periodic reporting are part of the standard engagement, and the firm documents investment policy statements and plan-level fiduciary duties for retirement clients.
What distinguishes Evergreen Wealth from many peers is the mix of professional credentials and industry activities on staff: the Chief Compliance Officer is a licensed attorney (not practicing law outside the firm), several supervised persons hold CPA credentials, and multiple advisors are licensed insurance producers who may offer commission-based insurance products. The brochure also discloses specific practices such as recommending independent managers without receiving referral compensation and the use of options as hedging tools, signaling a broader set of capabilities and potential conflicts that clients should consider.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees typically range from $1,000 to $7,000 depending on services; Retirement Plan Services may be offered on a flat fee basis ranging from $2,500 to $100,000 annually
$0 - $99,999: Not applicable, but $55 annual maintenance fee applies $100,000 - $149,999: 1.40% $150,000 - $249,999: 1.30% $250,000 - $499,999: 1.20% $500,000 - $749,999: 1.10% $750,000 - $1,249,999: 1.00% $1,250,000 - $1,749,999: 0.90% $1,750,000 - $2,499,999: 0.80% $2,500,000 - $3,499,999: 0.70% $3,500,000 - $4,999,999: 0.60% $5,000,000 - $24,999,999: 0.50% $25,000,000+: 0.40%
Certain employees are licensed insurance agents and may receive commissions for insurance products; commissions are separate from advisory fees
Financial planning hourly rates: $50 per hour for clerical/paraprofessional work, $300 per hour for advisor work
Annual maintenance fee for financial planning ongoing services, paid in advance; $55 annual maintenance fee for portfolios below minimum
Account minimum: $100,000 Minimum fee: $55 annual maintenance fee for households below $100,000 minimum Fee-only: Financial planning fees on hourly basis $50 (clerical) or $300 (advisor) per hour, or fixed fees ranging approximately from $1,000 to $7,000 depending on complexity
Main office
1200 Centre West Drive
Springfield IL 62704, United States
Most active in
Arizona · Florida · Illinois · Indiana · Iowa · Missouri · Texas
Also doing business as
Crumly And Associates, Inc. · Crumly And Associates, Incorporated · Evergreen Wealth · Troxell Financial · Troxell Financial Advisors
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
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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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.
Quick links
Advisors at this firm
Scott N
CFP®, Series 66
Naples, FL
Evergreen Wealth
Scott Norris is a CFP® with 26 years of industry experience, currently serving at Evergreen Wealth. He has worked at Evergreen Wealth and affiliated firms since 2011 and previously held roles at LPL Financial and Equitable Advisors. Outside of his advisory work, Norris is an independent insurance agent and a member of a private placement investment management firm. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities, offering portfolio management and integrated financial planning. The firm employs fundamental analysis and may recommend independent managers and alternative investments tailored to client objectives.
Ryan D
CFP®, Series 63, Series 65
Naples, FL
Evergreen Wealth
Ryan Davlin is a CFP® with 18 years of industry experience currently working at Evergreen Wealth, a team-based firm in Naples, FL. His prior experience includes roles at Mutual Securities, Inc. and LPL Financial. He also works as an independent insurance agent selling fixed products. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities, providing portfolio management, financial planning, and ERISA-covered retirement plan services. The firm uses fundamental analysis and offers access to independent managers, options, and alternative investments tailored to client objectives.
Ward C
CFP®
Naples, FL
Evergreen Wealth
Ward Cantrall Jr. is a CFP® professional with eight years of industry experience, currently serving at Evergreen Wealth. Prior to joining Evergreen Wealth in 2018, he worked for Marine Bank from 2010 to 2018. He is active as a committee member overseeing fundraising and events for the American Lung Association. Evergreen Wealth serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, and business entities, providing portfolio management, integrated financial planning, and ERISA-covered retirement plan services. The firm employs fundamental analysis tailored to client goals and offers access to independent investment managers and alternative investment strategies for suitable clients.
Timothy N
Series 65, Series 66
Naples, FL
Evergreen Wealth
Timothy Nash is a financial advisor with Evergreen Wealth, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at J.P. Morgan Securities and March Capital. Outside of financial advising, he is president and CEO of Nash Innovations, LLC, an intellectual property management company. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities, providing portfolio management, integrated financial planning, and ERISA-covered retirement plan services. The firm employs fundamental analysis, offers access to independent managers, and utilizes tools like options and alternative investments tailored to client goals.
Erin C
CFP®, Series 65
Naples, FL
Evergreen Wealth
Erin Crumly is a CFP® professional with 10 years of industry experience, currently advising at Evergreen Wealth in Naples, FL. She has been with the firm, also known as Crumly & Assoc., Inc. and Troxell Financial, since 2013. Outside of her advisory role, she serves as a board member at St. Patrick's Catholic Grade School, where she oversees financial records and reporting. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities, providing portfolio management and comprehensive financial planning. The firm employs fundamental analysis and tailored strategies, including the use of independent managers, options, and alternative investments, with ongoing monitoring and clear documentation of fiduciary responsibilities.
Kevin C
CFP®, Series 63, Series 65
Naples, FL
Evergreen Wealth
Kevin Crumly is a CFP® with 32 years of industry experience, currently practicing at Evergreen Wealth, where he has been since 2011. His prior experience includes roles at LPL Financial from 1998 to 2018 and Mutual Securities, Inc. from 2018 to 2020. Outside of his advisory work, he serves on the board of directors for a family-run restaurant franchise, providing consulting services. Evergreen Wealth serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, and business entities. The firm offers portfolio management and integrated financial planning, employing fundamental analysis and a variety of investment tools tailored to client goals.
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