Evans Wealth Management

Wealth Management Firm in Gwinnett County, GA

Firm Info
Address: 6340 Sugarloaf Pkwy Ste 200, Duluth, GA 30097, USA
Phone: (770) 828-8303

Firm Size
Assets Under Management: $150 million
# of Advisors: 3
# of Clients: 600
Client to Advisor Ratio: 200:1
Average Account Size: $250,000
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Evans Wealth Management Overview

Evans Wealth Management is a Fee Only investment advisory firm that is headquartered in Gallipolis, OH. Since its inception in 2021, the firm has been providing comprehensive investment advice to clients. As an investment advice only firm, Evans Wealth Management offers a range of services with a focus on financial planning and portfolio management, both for individuals and small businesses. One of the unique features of Evans Wealth Management is its emphasis on education and information. The firm publishes periodicals and newsletters to help clients stay up-to-date on market trends, investment opportunities, and risk management. Additionally, the firm conducts educational seminars and workshops to equip clients with the knowledge they need to make informed financial decisions. Whether clients are looking to plan for retirement, build wealth for future generations, or grow and diversify their investment portfolios, Evans Wealth Management offers personalized, customized solutions to help them achieve their goals. With its commitment to client education and its fee-only fee arrangement, Evans Wealth Management is a trusted partner to clients seeking expert investment advice and guidance.

EVANS WEALTH MANAGEMENT offers a diverse range of financial planning services tailored to the unique needs of its clients. The firm serves individuals of all backgrounds seeking guidance in managing their wealth. Whether clients are new to investing or experienced investors looking to expand their portfolios, EVANS WEALTH MANAGEMENT offers comprehensive financial planning advice and investment management services. The firm prides itself on providing a highly personalized and professional approach to each client relationship, ensuring that clients feel confident in their financial future. There are two fee structures available to clients depending on the service provided by EVANS WEALTH MANAGEMENT. Its first fee structure is based on a percentage of the assets under management (AUM), whereby clients are charged a percentage of the total value of assets that the firm manages on their behalf. This fee structure is beneficial for clients looking for long-term investment management services. The second fee structure is a fixed fee, which offers clients the flexibility of paying a predetermined amount for a specific service. This fee structure is often utilized for financial planning services outside of investment management, such as retirement planning or estate planning services. Regardless of the fee structure, EVANS WEALTH MANAGEMENT’s fees are transparent and straightforward, ensuring clients understand the costs associated with their financial planning needs.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Evans Wealth Management, there is currently no investment minimum or maximum that the firm requires. This means that they are able to manage assets of clients regardless of how large or small the investment is. The note in their brochure states that they manage assets on a discretionary basis, which means that they have the authority to make investment decisions on behalf of their clients without prior approval.

How This Office Can Help Gwinnett County, GA Residents

Evans Wealth Management is an independent financial advisory firm that offers personalized investment and financial planning services to individuals and families in Gwinnett County, GA. The firm's mission is to help clients achieve their financial goals and objectives, whether they are planning for retirement, saving for their children's education, or building wealth for the future. As a resident of Gwinnett County, GA, you may be facing a range of financial challenges, such as the rising cost of living, increasing health care expenses, and volatile market conditions. The financial advisors at Evans Wealth Management can help you navigate these challenges and make informed decisions about your wealth management strategy. They can provide you with a comprehensive financial plan that takes into account your unique financial situation, your long-term goals, and your risk tolerance. The firm's investment management approach is based on a disciplined, research-driven process that seeks to maximize returns while minimizing risk. With Evans Wealth Management as your financial partner, you can feel confident that your financial future is in capable hands.

To view the Minimum Investment and Fee Schedule for Evans Wealth Management, visit their Part 2 Brochure.

Services Offered by Evans Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Evans Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients


This Office Location

Firm location 6340 Sugarloaf Pkwy Ste 200, Duluth, GA 30097, USA
Phone (770) 828-8303
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 300 SECOND AVENUE, SUITE D, GALLIPOLIS, OH 45631, United States

This firm has no other locations.

State Registrations

Evans Wealth Management is registered to service clients in the following states:

  • Kentucky
  • Ohio
  • West Virginia

Disciplinary History

Evans Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.