Fees & What's Included
At Evans Wealth Planning, we believe clients deserve clear, straightforward pricing. As fiduciary advisors serving Springfield, MO and the surrounding area, we charge transparent fees for comprehensive financial planning and investment management with no hidden costs.
Financial Planning Fee
An annual financial planning fee of $2,500 and up applies depending on the complexity of your family's needs.
Financial planning is included at no additional cost for clients with over $500,000 in assets under management.
Asset Management Fees
Our assets under management reflect a tailored, discretionary approach to investing. Every recommendation is made with your unique goals, risk tolerance, and timing in mind.
| Assets Under Management | Annual Fee (%) |
|---|---|
| Under $2,000,000 | 1.00% |
| $2,000,000 – $5,000,000 | 0.85% |
| $5,000,000 and above | 0.50% |
Example Annual Fee Calculator
This is an estimate only. Actual fees may vary based on your specific situation.
What’s Included in Your Financial Planning Fee
Financial planning at Evans Wealth Planning is a strategic, values-driven process built around your life, your goals, and your legacy.
Clarity on Where You Stand & Where You’re Headed
- Define your current financial position and long-term goals
- Net worth tracking and balance sheet analysis
- Liquidity and emergency fund assessment
- Access your plan anytime online or on mobile
Smart Tax & Income Strategies
- Tax-efficient planning to reduce your burden
- Roth conversion analysis
- Social Security optimization
- Retirement account guidance (401(k), IRA, etc.)
Investments Aligned with Your Vision
- Personal risk tolerance assessment
- Custom investment policy development
- Coordination across all account types
Legacy, Impact & Family Readiness
- Estate and legacy planning review
- Philanthropic and charitable giving strategy
- College funding analysis
- Family financial education
Risk Management & Protection
- Insurance coverage review and gap analysis
- Integrated protection strategies
Ongoing Coordination & Optimization
- Regular plan reviews and updates
- Coordination with your CPA, attorney, and other professionals
Ready to get started?
Schedule a ConsultationFrequently Asked Questions
Here are answers to the most common questions we receive. If you don’t see your question below, feel free to contact us.
Fees & Billing
We use a simple, transparent fee schedule.
Investment management is charged as a percentage of assets under management (AUM) according to the chart above.
Comprehensive financial planning is available for a separate annual fee, or it is included at no additional cost once your investable assets exceed $500,000.
Asset management fees are generally deducted directly from your investment account on a quarterly basis. The financial planning fee, when applicable, is billed annually. We will walk through the exact billing process with you so there are no surprises.
No. At Evans Wealth Planning we are fiduciary advisors. Our primary compensation is the AUM and planning fees listed above. We may recommend insurance products (life insurance, long-term care, annuities, etc.) only when they support your overall plan. Those products are typically commission based and we will always disclose that before any recommendation.
The AUM fee stands for Assets Under Management, using the fee schedule shown above you can calculate what you will be charged for the amount of assets you have with Evans Wealth Planning. We believe financial planning is the backbone of what we do so we include it at no additional cost if you have over $500,000 of AUM with us. If you are under the $500,000 minimum for included financial planning, you may be charged a financial planning fee, this will be billed as an invoice to you that you could then pay however is most convenient to you.
We structure our fees so we do better when you do better. Our AUM fee tiers adjust as your portfolio value changes, if your assets move into a lower fee bracket, you pay the lower rate.
The financial planning fee covers a comprehensive, ongoing process that typically includes:
Net-worth and cash-flow analysis
Tax-efficient strategies and Roth conversion analysis
Social
Security and retirement income planning
Investment policy and portfolio design
Estate and legacy
planning coordination
Insurance and risk review
College funding analysis
Regular plan reviews
and updates
Please see our Financial Planning page for more information
Absolutely. During our first introductory call we will run the numbers based on your specific situation so you can see exactly what the annual cost would be before making any commitment.
Yes. We act as a fiduciary at all times. That means every recommendation we make is based on what is in your best interest, not comissions or product sales.