Evergreen Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Evergreen Wealth Advisors, Inc. is a fee-only registered investment adviser that provides discretionary investment management to individuals and high-net-worth clients and also serves corporate clients and company retirement plans, including pension and 401(k) arrangements. The firm also offers consulting and family office services, coordinating with other professional advisers and assisting with accounting/bookkeeping, tax compliance, estate administration and litigation support when requested.
The firm’s investment process combines strategic and tactical asset allocation with economic trend analysis and asset-class/sector research, including the use of an outside specialist focused on leading economic indicators. Portfolios generally employ mutual funds, ETFs, index funds and, when appropriate, separately managed accounts or sub‑advisers, with ongoing monitoring and periodic tactical adjustments intended to manage risk and volatility.
Compared with most solo independent advisers, Evergreen’s client mix notably includes corporations, pension/profit-sharing plans and other institutional relationships, and it discloses approximately $95.9 million in discretionary assets under management as of December 31, 2025. The firm operates as a single-advisor practice that coordinates broader advisory teams for clients, uses institutional custodial and platform services, and states it does not receive compensation from third-party advisers it recommends.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Consulting and Family Office Services: $300-$350 per hour
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee: $2,500 Fee-only: Fee-only Registered Investment Advisory firm; fees based on AUM and consulting hourly rates; no commissions
Main office
Lafayette CA
Advisors at this office
1
Most active in
California
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.
Forms ADV
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