Fee-only adviser · Durango, CO
Evergreen Wealth Advisors
Evergreen Wealth Advisors is a fee-only investment adviser registered with the securities regulator of Colorado, with its main office in Durango, Colorado. On its latest Form ADV, filed March 29, 2024, it reports $46M in regulatory assets under management, 137 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 | State-registered: Colorado |
|---|---|
| Firm CRD number | 155966 |
| Office | 813 Main Ave Suite 203 Durango, CO 81301 |
| Phone | (970) 403-3783 |
| Website | www.evergreenwealthadvisors.com |
| Regulatory assets under management | $46M |
| Individual clients | 120 non-high-net-worth, 17 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 29, 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.
Other fee-only advisers in Durango
- Red Mountain Financial Partners $226M
- Intelligent Investment Management,llp $105M
- Priority Financial Partners $101M
- Swan Global Investments, LLC $2.4B
- McAlvany Wealth Management, LLC $224M
- Family Financial Solutions Group, LLC $501M
See all 7 fee-only advisers in Durango →
Nearby
- Telluride 3 firms
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