A complete list of active advisors currently associated with Evidence Based Investing, LLC

Warmer can help you find a great advisor at Evidence Based Investing, LLC or one who fits your needs even better.

Evidence Based Investing, LLC serves individual and high-net-worth clients as a solo registered adviser and provides advisory services primarily by selecting and referring clients to third‑party investment managers rather than managing client accounts directly. The firm documents its fiduciary obligations for retirement accounts and offers the same suite of services to all clients. EBI conducts due diligence on third‑party advisers (including calls, meetings, and performance and strategy reviews) and may direct clients to Matson Money, Inc., which in turn requires use of a custodian such as Schwab Institutional. The firm does not take custody of assets, does not exercise investment discretion, and relies on custodial account statements and periodic reviews to monitor advised relationships. Noteworthy for a firm in its category, EBI does not provide portfolio management for individual accounts and does not charge clients on a percentage‑of‑AUM basis, instead receiving compensation through fee‑sharing arrangements with third‑party advisers. The firm is very small (one adviser, three clients, and no assets under management) and discloses the principal’s status as a licensed insurance agent as a potential conflict of interest when insurance products are recommended.

To learn more about the advisors currently working at Evidence Based Investing, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.