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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on March 24, 2017
    • $21.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 161
      Accounts
    • $131.1K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Other Portfolio Management

Firm Client types

Advisors

Current Advisors

# of advisors

2

name start date
Erik Evans, CFP®
February 2012
Lisa Anne Broome
September 2014

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Erik Christopher Evans Director Of Financial Planning September, 2011 75% or more
    Lisa Anne Broome Director Of Investments May, 2014 less than 5%
      Source: SEC

      Fees

      Fee Only Firm
      $
      This firm has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees