Evidencial Financial Consulting
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Evidencial Financial Consulting provides personalized financial planning and non-discretionary asset management to individuals, trusts, estates, and charitable organizations. The firm manages roughly $16.2 million across a small number of client relationships and offers both one‑time and ongoing planning services alongside portfolio management.
The firm delivers advice that is tailored to each client and requires client approval before executing transactions, relying principally on fundamental analysis and a mix of long‑ and short‑term strategies while monitoring and rebalancing as needed. Clients may engage the firm for periodic reviews or annual retainer services, or for targeted hourly or fixed-fee consulting on specific financial matters.
Distinctive features include a predominately non‑discretionary management model, which is less common among independent advisers and means clients retain trading authority, and a very small client roster relative to assets under management. The firm also discloses the use of AI tools for meeting recording and transcription and indicates it may recommend complex instruments such as structured notes and leveraged or inverse funds, which have different liquidity and risk characteristics than typical equity and fixed‑income investments.
Client services
Expertise
Fee options
Fixed fees up to $10,000 for one-time financial planning services, potentially higher with client notification.
Hourly fees up to $350 per hour, negotiable.
Annual retainer fees for ongoing financial planning and consulting services typically range from $5,000 to $25,000 billed quarterly in arrears, negotiable.
Main office
Orinda CA
Advisors at this office
1
Most active in
California
Also doing business as
Evidencial Financial Consulting · Evidencial Financial Consulting 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")