Everyplan Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
EveryPlan Financial positions itself toward pre‑retirement individuals in the wealth‑accumulation phase, delivering comprehensive financial planning and discretionary portfolio management informed by an individualized Investment Policy Statement. The firm also offers pension consulting for employee benefit plans and targeted 403(b) plan navigation for educators, alongside standalone financial planning and consulting engagements.
The firm documents client goals and typically seeks discretionary authority to implement asset allocation, security selection, and ongoing monitoring, using charting, fundamental, and technical analysis and employing long‑term investing and options strategies. EveryPlan may manage or advise on held‑away employer retirement assets (including using third‑party platforms such as Pontera to work within workplace plans) and conducts most client interactions via video conference and archived electronic communications.
Distinctive features include a formal pension consulting practice and the availability of hourly billing for certain consulting and planning services—both noted in the brochure and less common among firms in this category. The firm operates with a single management person and reported no assets under management at the stated calculation date, and it discloses the principal’s outside consulting and academic activities in sports and entertainment as additional professional engagements.
Client services
Financial planning
Portfolio management
Pension consulting
403(b) plan review
Expertise
Options & derivatives strategies
College savings (529s, UTMA, etc.)
Debt management
Life insurance needs analysis
Occupation focus
Educators, Teachers, and Academics
Founder/Business Owner
Demographic focus
HENRY (High Earners, Not Rich Yet)
Mid-Career Professionals
Fee options
$7,500 to $220,000 for pension consulting plans; $999 to $8,000 for financial planning and consulting
$0 - $2,999,999: 1.10% $3,000,000+: 0.40%
$125 to $300 per hour for pension consulting; $209 per hour for financial planning and consulting
$139 annually for 403(b) plan consulting and navigation
Main office location
Everyplan Financial
Round Rock TX, United States
Number of offices
1
Most active in
Everyplan Financial has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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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