A complete list of active advisors currently associated with Evidencial Financial Consulting

Warmer can help you find a great advisor at Evidencial Financial Consulting or one who fits your needs even better.

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.

To learn more about the advisors currently working at Evidencial Financial Consulting, 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.

Name	Location	Years of experience
Kristopher Van Stralen	Orinda, CA	9

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