EVOAdvisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$336,808,042
Clients
167
Advisors
5
across 2 offices
About
EvoAdvisors serves individuals, business owners, trusts, employer retirement plans, and charitable organizations, providing ongoing financial planning and portfolio management as well as a Qualified Retirement Plan Program. The firm’s brochure describes two primary advisory programs—the Financial Planning and Investment Advisory Services Program and the Qualified Retirement Plan Program—through which it delivers investment implementation, monitoring, and participant education.
The firm presents a fee-only, fiduciary approach and typically constructs individualized portfolios around written Investment Policy Statements, strategic asset allocation, and broad diversification using no-load mutual funds and ETFs. EvoAdvisors emphasizes evidence‑based themes (market efficiency, diversification, risk/return tradeoffs), regular rebalancing, online reporting, and use of third‑party research and institutional custodians (Altruist and Matrix Trust Co.).
Compared with many peers, EvoAdvisors’ public materials include client testimonials, an uncommon advertising practice for team firms, while its brochure also stresses that it does not accept commissions, 12b‑1 fees, or other third‑party compensation. The firm’s retirement-plan offering highlights fiduciary adviser services and individualized, fee‑neutral participant advice generated by a computer model, and its policies note that during sudden market declines rebalancing priority is given to clients with larger asset balances.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat fee minimums as noted: $10,000 minimum annual fee for individual advisory clients; $5,000 minimum annual fee for plan sponsor clients
$0 - $1,999,999: 1% of assets under management* $2,000,000 - $4,999,999: 0.75% of assets exceeding $2,000,000 $5,000,000 - $9,999,999: 0.30% of assets exceeding $5,000,000 $10,000,000+: 0.20% of assets exceeding $10,000,000
$400 per hour for non-managed investment real estate analysis and support after 4 hours
Account minimum: $10,000 (minimum annual fee equivalent for clients under $1,000,000 at 1% fee) Minimum fee: Minimum annual flat fee of $10,000 for Financial Planning and Investment Advisory Services Program; minimum annual flat fee of $5,000 for Qualified Retirement Plan Program Fee-only: Fee-only firm; fees collected as flat fee, hourly fee, or assets under management fees; no commissions or referral fees accepted
Main office
See office2917 West Leigh Street
Richmond VA 23230
Advisors at this office
4
Offices (2)
Most active in
Colorado · Florida · New Hampshire · North Carolina · Texas · Virginia
Also doing business as
Avenir Advisers · Clair Financial Management · Evoadvisers · Evoadvisors · Evolution Advisers, Inc. · Leahy & Clair Financial Management
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
Johanna M
Series 65
Plano, TX
EVOAdvisors
Johanna Moya is a Series 65-licensed financial advisor with two years of industry experience. She is currently with EVOAdvisors and previously worked at BlueSky Wealth Advisors, LLC. EVOAdvisors serves individuals, business owners, trusts, employer retirement plans, and charitable organizations with ongoing financial planning and portfolio management. The firm offers fee-only, fiduciary advisory services focused on evidence-based investment strategies, strategic asset allocation, and broad diversification using no-load mutual funds and ETFs.
John C
CFP®, Series 65
Richmond, VA
EVOAdvisors
John Clair is a CFP® and holds a Series 65 license with 18 years of experience in the financial industry. He has been with Evolution Advisers since 2016. EvoAdvisors serves individuals, business owners, trusts, employer retirement plans, and charitable organizations, providing ongoing financial planning and portfolio management along with a Qualified Retirement Plan Program. The firm uses a fee-only, fiduciary approach with evidence-based investment strategies, emphasizing strategic asset allocation, diversification, and use of no-load mutual funds and ETFs.
Stephen F
CFP®, Series 65
Richmond, VA
EVOAdvisors
Stephen Fletcher is a CFP® professional with 10 years of industry experience. He currently works at EVOAdvisors, where he has been since 2022, after five years at Bluesky Wealth Advisors, LLC. Stephen holds a Series 65 license and is based in Richmond, VA. EVOAdvisors serves individuals, business owners, trusts, employer retirement plans, and charitable organizations, offering financial planning and portfolio management through fee-only, fiduciary advisory programs. The firm emphasizes evidence-based investment strategies, strategic asset allocation, and broad diversification using no-load mutual funds and ETFs.
David O
CFP®, Series 63, Series 65
Richmond, VA
EVOAdvisors
David Obrien is a CFP® with 21 years of experience in the financial industry. He has been with Evolution Advisers since 2016, contributing to the firm’s advisory services. EvoAdvisors serves individuals, business owners, trusts, employer retirement plans, and charitable organizations by providing financial planning, portfolio management, and a Qualified Retirement Plan Program. The firm employs a fee-only, fiduciary approach, focusing on evidence-based investment themes, strategic asset allocation, and broad diversification using no-load mutual funds and ETFs.
John O
Series 65
Richmond, VA
EVOAdvisors
John O'Brien is a financial advisor at EVOAdvisors with a Series 65 designation and four years of industry experience. His prior work includes roles at Mercaris, Wild Earth Fermentation, and Virginia Tech. EVOAdvisors provides financial planning and portfolio management services to individuals, business owners, trusts, employer retirement plans, and charitable organizations. The firm follows a fee-only, fiduciary model and focuses on evidence-based investment strategies, strategic asset allocation, and broad diversification using no-load mutual funds and ETFs.
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