Fees & What's Included
Transparent pricing with comprehensive financial planning and investment management
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% |
Insurance products (life insurance, long-term care, annuities, etc.) are typically commission-based and only recommended when they genuinely support your overall financial plan.
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 Consultation