Evergreen Wealth Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Evergreen Wealth Services provides financial planning, investment management, and consulting to individuals, high‑net‑worth families, trusts, estates, and businesses, with a particular emphasis on clients experiencing challenging life transitions. Services are offered as combined wealth management engagements or as standalone hourly planning and consulting.
The firm’s investment approach is grounded in modern portfolio theory and predominantly passive management, using globally diversified allocations implemented largely with low‑cost index mutual funds and ETFs and managed on a discretionary basis for accounts it directly oversees. Evergreen documents client objectives in an Investment Policy Statement, conducts regular (quarterly) portfolio reviews, and offers advisory guidance for held‑away retirement accounts while acknowledging those accounts cannot be traded directly by the firm.
Noteworthy distinctions include a program of educational seminars and no‑cost one‑on‑one workshops for persons affected by loss or caregiving, provided through charitable and similar organizations, and a billing model based on a negotiated quarterly fixed fee rather than the more common percentage‑of‑AUM structure. The firm serves a small client roster with roughly $30 million in discretionary AUM, which shapes its bespoke fee-setting and service practices.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Quarterly fixed fee for Wealth Management services, amount determined by scope and complexity of client needs; fees are negotiable and may be waived
$300 per hour for financial planning and consulting services
Minimum fee: Minimum quarterly fee of $1,750 for wealth management services Fee-only: Hourly financial planning or consulting services at $300 per hour
Main office
Mooresville NC
Advisors at this office
1
Most active in
North Carolina · Virginia
Also doing business as
Evergreen Wealth Services · Evergreen Wealth Services LLC
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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