Fee-only adviser · Mooresville, NC
Evergreen Wealth Services
Evergreen Wealth Services is a fee-only investment adviser registered with the securities regulators of North Carolina, Virginia, with a mailing address in Mooresville, North Carolina (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 18, 2026, it reports $30M in regulatory assets under management, 7 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: North Carolina, Virginia |
|---|---|
| Firm CRD number | 307675 |
| Office | Mooresville, NC (mailing address; office not published) |
| Phone | (704) 799-5435 |
| Website | evergreenwealthservices.com |
| Regulatory assets under management | $30M |
| Individual clients | 0 non-high-net-worth, 7 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 18, 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.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- 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 Mooresville
- Namcoa $404M
- Jarrod Adams Investing, LLC $85M
- Durant Wealth Mgmt Advisory Services $3.0M
- Mike Adams Financial Advisors, Inc. $125K
See all 5 fee-only advisers in Mooresville →
Nearby
- Cornelius 2 firms
- Davidson 2 firms
- Statesville 2 firms
- Concord 3 firms
- Salisbury 1 firm
- Charlotte 60 firms
- Hickory 4 firms
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