Everman Prosperity
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Everman Prosperity provides investment management, employer-provided retirement plan management, and both ongoing and project-based financial planning to individuals, high-net-worth clients, foundations/charities, and employer plan participants. The firm operates on a fee-only basis and does not accept commissions for the sale of investment products, as disclosed in its brochure.
The firm builds client-specific investment policy statements and implements strategic asset allocation informed by Modern Portfolio Theory, combining passive and active approaches and offering socially responsible/ESG options when requested. It generally manages accounts on a discretionary basis and uses institutional custodial platforms (Altruist, Schwab Advisor Services, and Guideline) for account opening, custody, and execution.
Noteworthy features for a firm of this size include a very small client base and scale (about $2.0 million in AUM and six clients) while still offering employer plan services and participant-level management, a setup more commonly found at larger advisers. The brochure also discloses that the firm’s founder remains on active military duty, and the firm’s trading policy executes client orders individually rather than using aggregated block trades.
Client services
Expertise
Occupation focus
Fee options
Project-Based Financial Planning fixed fees range from $1,770 to $4,470; Ongoing Financial Planning fixed fees start at $1,080 per quarter
$320 per hour for Project-Based Financial Planning; $320 per hour for plan setup fee (may be negotiable)
Minimum fee: $2,750 minimum annual fee for Investment Management; $1,250 minimum annual fee per participant for Employer Provided Retirement Plan Management Fee-only: Investment Management fee is 1.00% annually (may be negotiable); Employer Provided Retirement Plan Management fee is 0.40% annually (may be negotiable)
Main office
Fairfax Station VA
Advisors at this office
1
Most active in
Texas · Virginia
Also doing business as
Everman Prosperity · Everman Prosperity LLC · Everman Wealth & Prosperity
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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