Eversight Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eversight Wealth serves primarily individual clients (and also provides advice to trusts and companies) across the United States, offering investment management together with financial planning. The firm provides both discretionary and non‑discretionary portfolio management and a range of planning services, including tax‑loss harvesting, insurance reviews, Social Security analysis, and college‑savings guidance.
The firm’s investment approach emphasizes minimizing fees, reducing concentrated risk through global diversification, and keeping portfolios simple and easy to maintain, often using inflation‑protected and short‑ to intermediate‑term bond funds alongside diversified equity funds. In some separately managed accounts Eversight implements derivative strategies — for example, using call options as a substitute for direct ETF exposure — and discloses the particular risks that option strategies can introduce.
Eversight is notable among solo independent advisers for charging flat advisory and one‑time planning fees rather than using a percentage‑of‑assets fee model, and for its documented use of derivatives in client accounts, a practice uncommon among peers. The firm also does not accept commissions or performance‑based fees and requires discretionary clients to custody accounts at its designated custodian.
Client services
Expertise
Fee options
One-time financial planning fee ranging from $3,000 to $5,000
Minimum fee: $8,000 per year (flat annual fee) Fee-only: Flat annual fee of $8,000 for investment management and financial planning; one-time financial planning fee ranges from $3,000 to $5,000
Main office
Jackson MS
Advisors at this office
1
Most active in
Mississippi · Texas
Also doing business as
Eversight Wealth · Eversight Wealth LLC · Movement Capital · Mvmt Capital 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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