Fee-only adviser · Redwood City, CA
Evart, Young & Hobbs Investment Management
Evart, Young & Hobbs Investment Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Redwood City, California. On its latest Form ADV, filed March 19, 2026, it reports $270M in regulatory assets under management, 235 individual clients and 2 employees who give 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 | 110263 · SEC file 801-42861 |
| Office | 3 Lagoon Drive Suite 155 Redwood City, CA 94065 |
| Phone | (650) 802-0342 |
| Website | www.eyhadvisers.com |
| Regulatory assets under management | $270M |
| Individual clients | 168 non-high-net-worth, 67 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 19, 2026 |
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.
Other fee-only advisers in Redwood City
- Griffin Black, LLC $356M
- Redwood Park Advisors $170M
- Steinmetz Financial Planning $61M
- Wealthvalues, LLC $467M
- Brightview Financial Solutions $42M
See all 6 fee-only advisers in Redwood City →
Nearby
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- Foster City 6 firms
- San Carlos 1 firm
- San Mateo 20 firms
- Menlo Park 18 firms
- Burlingame 7 firms
- Woodside 1 firm
- Palo Alto 18 firms
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