Evestia Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Evestia is an SEC-registered, software-based investment adviser that serves retail investors, retirement accounts, and trusts and also makes its proprietary investment models available to other registered investment advisers through model marketplace (TPA) programs. It provides discretionary portfolio management and software-driven financial planning tools delivered entirely online, with no account minimums and the ability to use fractional shares.
The firm uses a behavioral-economics questionnaire to determine individual risk scores and implements rules-based, factor-focused portfolios that combine traditional low-cost beta and active-beta strategies with a long-term, buy-and-hold philosophy; portfolios are continuously monitored and periodically rebalanced by Evestia’s automated system. Clients interact with Evestia electronically and grant the firm discretionary trading authority to implement the model portfolios.
Noteworthy aspects include a wrap-fee program and a model-licensing business that distributes Evestia’s models to other advisers across multiple custodial platforms, as well as proprietary seed accounts that trade simultaneously with client accounts to seed and test strategies. The brochure also discloses revenue-sharing marketing agreements and the use of third-party advertising and promotional campaigns; Evestia describes policies and disclosures intended to manage the conflicts those arrangements can create.
Client services
Expertise
Fee options
$1 - $10,000,000: 1.00% Above $10 million+: Negotiable
Fee-only: Annual advisory fee of 1.00% for assets up to $10 million, negotiable above $10 million; fees charged monthly in arrears.
Main office
Saint George UT
Advisors at this office
3
Most active in
Utah
Also doing business as
Evestia Financial · Evestia 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.
Quick links
Advisors at this firm
Rick J
CFA®
Saint George, UT
Evestia Financial
Rick Jaster is a CFA® charterholder with 12 years of industry experience. He has worked at Evestia Financial since 2021 and previously held roles at Carson Group Investing, QBI Financial, and Summit Global Investments. Evestia Financial is an SEC-registered, software-based investment adviser that serves retail investors, retirement accounts, and trusts. The firm employs a behavioral-economics questionnaire to determine individual risk scores and uses rules-based, factor-focused portfolios combining low-cost beta and active-beta strategies, delivered through a fully online platform with discretionary portfolio management.
Devin J
Series 66
Saint George, UT
Evestia Financial
Devin Jaster is a financial advisor with Evestia Financial in Saint George, UT. He holds a Series 66 designation and has one year of industry experience, including prior work at Fidelity Investments. Before entering the financial industry, he was employed in roles outside finance including pest control and landscaping. Evestia Financial is a software-based investment adviser serving retail investors, retirement accounts, and trusts. The firm offers discretionary portfolio management using rules-based, factor-focused portfolios driven by behavioral economics, delivered entirely online with no account minimums.
Bradley W
Series 65
Saint George, UT
Evestia Financial
Bradley Wilson is a financial advisor at Evestia Financial with two years of industry experience. He holds a Series 65 credential and has prior work history including roles at Certainteed Corporation and Simtek Fence. He has been self-employed since 2018. Evestia Financial is an SEC-registered, software-based investment adviser providing automated portfolio management and software-driven financial planning to retail clients, retirement accounts, and trusts. The firm uses a long-term, buy-and-hold approach combined with a rules-based, factor-focused methodology, delivering services exclusively through online platforms.
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