Evans Wealth Management

Evans Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Gallipolis, Ohio. On its latest Form ADV, filed February 12, 2024, it reports $122M in regulatory assets under management, 665 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	164320 · SEC file 801-127743
Office	300 Second Avenue Suite D Gallipolis, OH 45631
Phone	(740) 446-4200
Website	www.ewmstanevans.com
Regulatory assets under management	$122M
Individual clients	665 non-high-net-worth, 0 high-net-worth
Financial planning clients	1-10
How it charges	Percentage of assets, Fixed fee
Services	Financial planning, Portfolio management, Educational seminars
Employees	1
Disciplinary disclosures	None reported
Latest Form ADV filing	February 12, 2024

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.