Fee-only adviser · Kalispell, MT
Evergreen Wealth Partners LLC
Evergreen Wealth Partners LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Kalispell, Montana. On its latest Form ADV, filed March 2, 2026, it reports $405M in regulatory assets under management, 708 individual clients and 4 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 | 335451 · SEC file 801-132887 |
| Office | 104 Westview Park Place Suite 100 Kalispell, MT 59901 |
| Phone | (406) 862-4400 |
| Website | willamettewealth.com |
| Regulatory assets under management | $405M ($401M discretionary) |
| Individual clients | 589 non-high-net-worth, 119 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 9 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 2, 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 sponsors or manages a wrap fee program; ask what the bundled fee covers.
- 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 Kalispell
See all 4 fee-only advisers in Kalispell →
Nearby
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Evergreen Wealth Partners LLC? Update this listing.