Evident Financial's Form ADV discloses 1.25% on the first $250,000, 0.75% on the next $250,000, 0.65% on the next $500,000, 0.55% on the next $1 million, 0.35% on the next $3 million, and negotiable rates above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #281661), Evident Financial is subject to fiduciary duty under federal law.
Evident Financial is headquartered in ERIE, PA.
Evident Financial serves 31 high-net-worth clients according to their SEC filing dated August 13, 2026. View client details ↓
According to their SEC Form ADV, Evident Financial offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
Evident Financial manages $150 million in client assets according to their SEC filing dated August 13, 2026.
According to their SEC Form ADV, Evident Financial serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓