Evans Wealth Planning

What Evans Wealth Planning does

Evans Wealth Planning, LLC is a privately held registered investment advisory firm founded in 2008 by Stephen D. Evans, CFP, and headquartered in Springfield, Missouri. The firm delivers financial planning, discretionary investment management, and tax planning services to U.S. households, segmented into four primary client niches: business owners, executives, medical professionals, and individuals/families. The advisory process follows a documented six-step methodology (Assess, Plan, Manage) anchored by fiduciary-standard advice and biannual reviews, supported by in-person meetings (Springfield, MO), video, phone, email, and a 24/7 client portal.

The underlying technology stack is entirely vendor-provided rather than proprietary: client portal and account access run on Kestra Financial's MyStreetscape platform, financial planning and projections are powered by eMoney, and securities/advisory infrastructure is delivered through Kestra Investment Services and Kestra Advisory Services. Investment management is discretionary and evidence-based, utilizing broadly diversified, low-cost index funds, ETFs, and institutional-class mutual funds. No AI/ML capability, proprietary trading system, or in-house technology build is evidenced.

The business model is fee-based with three revenue streams: tiered asset management fees (1.00% under $2M AUM, 0.85% at $2-5M, 0.50% above $5M), a standalone annual financial planning fee starting at $2,500 (waived for $500K+ AUM clients; a $1,500 entry-level tier is also offered), and commission-based insurance products. Go-to-market is sales-led, anchored by the founder's personal brand and amplified via a content-driven marketing program (blog, resource center, newsletter) and recurring local media appearances in the Springfield/Ozarks market. The firm is also a member of PartnersFinancial. The named core team consists of 3 people (Stephen Evans, Caleb Faulk, Brooke Evans), with the firm operating under Stephen Evans' sole ownership.

Name

Evans Wealth Planning

Legal name

Evans Wealth Planning, LLC

Website

https://evanswealthplanning.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Short description

Evans Wealth Planning is a Springfield, Missouri-based, fee-only registered investment advisory firm founded in 2008 by Stephen D. Evans, CFP, providing financial planning, discretionary investment management, and tax planning services to high-net-worth households, business owners, executives, and medical professionals.

Ownership category

akta.pro rank

Product category

Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Tax-Aware Investment Planning (FSAEAAAE), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Financial planning
• Investment management
• Wealth advisory
• Retirement planning
• Tax planning services

Headquarters

HQ city

Springfield

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Asset Management Fees: Tailored, discretionary approach to investing with annual fees based on assets under management tiers. Lower fees for higher AUM ranges.
2. Financial Planning Fees: Annual financial planning fee starting at $2,500, included free for clients with $500,000+ AUM. Covers comprehensive planning services including tax optimization, estate planning coordination, and retirement planning.
3. Insurance Products: Commission-based insurance products (life insurance, long-term care, annuities) recommended only when they genuinely support overall financial plans.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Evans Wealth Planning is a fee-based registered investment advisory firm that delivers comprehensive financial planning, discretionary investment management, and tax planning services to high-net-worth individuals and households, business owners, executives, and medical professionals. The firm runs a six-step personalized planning process covering investments, taxes, insurance, estate, and retirement, and invests client assets using an evidence-based approach built on low-cost index funds, ETFs, and institutional class mutual funds. Services are coordinated across clients' CPAs and attorneys and supported by secure portal and planning tools delivered through Kestra Financial and eMoney platforms.

Product overview

Evans Wealth Planning is a financial advisory firm offering a unified suite of wealth management services centered around financial planning, investment management, and tax planning. The core offering consists of financial planning (a six-step comprehensive process addressing investments, taxes, insurance, estate, and retirement) and investment management (evidence-based, discretionary management using low-cost index funds and ETFs). These are complemented by specialized planning modules for business owners, executives, and medical professionals, plus an annual financial planning fee service with tiered asset management pricing. The firm also provides a resource center with educational content, calculators, and videos. All services are integrated through client portal integrations with Kestra Financial and eMoney platforms.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning service that addresses investments, taxes, insurance, estate planning, retirement planning, and wealth accumulation strategies. The firm uses a six-step planning process to create personalized financial roadmaps for clients.
• Investment Management Discretionary investment management service utilizing evidence-based investing with broad diversification, low-cost index funds, ETFs, and institutional class mutual funds. The firm emphasizes research-driven approaches and tax-efficient portfolio structuring.
• Tax Planning Tax planning services including Roth conversion analysis, Social Security optimization, retirement account guidance, and strategies for minimizing tax liabilities for both pre-retirement and retirement phases.
• Business Owner Services Specialized financial planning for business owners including succession planning, business and personal financial alignment, efficient tax strategies, and retirement solutions tailored to entrepreneurs.
• Executive Wealth Management Wealth management services designed for busy executives, including comprehensive financial planning, customized investment management, tax and estate planning, and work-life balance financial strategies.
• Medical Professional Financial Planning Specialized financial planning for medical professionals, including debt management for medical school loans, investment management, and tax optimization strategies tailored to high-income healthcare workers.
• Family Financial Planning Financial planning services for individuals and families, including education planning, debt management, investment management, retirement planning, and legacy planning.
• Asset Management Fee Service Fee-based asset management service with tiered pricing: 1.00% for assets under $2 million, 0.85% for $2-5 million, and 0.50% for $5 million and above. Includes free financial planning for clients with over $500,000 in assets under management.
• Standalone Financial Planning Service Standalone financial planning service starting at $2,500 annually depending on complexity (with an entry-level tier at $1,500 per year), with financial planning included at no additional cost for clients with over $500,000 in assets under management.
• Insurance Products Commission-based insurance products (life insurance, long-term care, annuities) recommended only when they genuinely support overall client financial plans.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

Five partnerships are on record, tiered core and minor.

• Kestra Investment Services, LLC (Kestra IS)coreChannel Partner/ Reseller/ DistributorSecurities offered through Kestra IS, Member FINRA/SIPC. Evans Wealth Planning operates as a Registered Representative through Kestra IS for securities products.
• Kestra Advisory Services, LLC (Kestra AS)coreChannel Partner/ Reseller/ DistributorInvestment Advisory Services offered through Kestra AS, an affiliate of Kestra IS. Evans Wealth Planning operates as an Investment Advisor Representative through Kestra AS for advisory services.
• PartnersFinancialminorStrategic or Co-development PartnerEvans Wealth Planning, LLC is a member of PartnersFinancial, a network of financial planning professionals.
• Kestra FinancialcoreTechnology or IntegrationClient portal and account access provided through Kestra Financial's MyStreetscape platform for clients to view investments and financial plans.
• eMoneycoreTechnology or IntegrationFinancial planning software platform used for comprehensive financial planning, projections, and client plan management.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Edward Jones: Large national broker-dealer with thousands of local branch advisors serving mass-affluent and retirement-focused clients. Comparable target segments and local-office service model, but operates as a broad incumbent across investment, retirement, and insurance products rather than a focused RIA.
• Sch Wealth Advisory (Charles Schwab): Charles Schwab's fee-based advisory program offering financial planning and investment management to mass-affluent and high-net-worth clients. Directly comparable service suite but operates as a scaled, brand-driven incumbent with significantly lower headline advisory fees than Evans's 1.00% sub-$2M tier.
• Mariner Wealth Advisors: Large national RIA providing comprehensive financial planning, investment management, estate, and tax services to high-net-worth clients. Overlaps directly with Evans Wealth Planning's service model but at substantially greater scale across multiple U.S. geographies.
• Fisher Investments: Large investment management firm primarily serving high-net-worth retail clients with discretionary portfolio management. Comparable investment-management focus but at a much larger scale and without the small-business, locally-delivered financial-planning emphasis that Evans uses to differentiate.
• Creative Planning: One of the largest independent RIAs in the U.S., offering fee-only financial planning, investment management, and tax services to high-net-worth individuals and families. Comparable to Evans Wealth Planning in service mix and fiduciary approach, but operates nationally with thousands of advisors and significantly greater AUM scale.

Direct peers

• Facet Wealth: Flat-fee, fiduciary financial planning and investment management firm serving mass-affluent and high-net-worth clients nationally with a virtual/digital delivery model. Directly comparable to Evans in fiduciary positioning, evidence-based investing, and target clientele, though operating at greater scale and primarily remote-first.
• Empower Personal Dashboard (formerly Personal Capital): Hybrid digital wealth management firm offering fee-based investment advisory and financial planning with a strong emphasis on low-cost ETFs and evidence-based portfolio construction. Comparable to Evans in target client, fiduciary approach, and investment philosophy, but with proprietary technology and national scale.
• Carson Wealth: RIA platform serving business owners and families with comprehensive financial planning, investment management, and tax services, structured through affiliated advisors similar to Evans's Kestra/PartnersFinancial model. Comparable client segments (business owners, executives, retirees) and evidence-based investment philosophy.
• Vanguard Personal Advisor Services: Vanguard's hybrid robo-advisor service combining low-cost index-fund portfolios with access to human CFP® advisors for financial planning. Directly competes with Evans on evidence-based, low-cost index investing for mass-affluent clients but typically at materially lower all-in advisory fees.

Others

• LPL Financial: Largest independent broker-dealer in the U.S., providing the regulatory, custody, and technology infrastructure that supports thousands of independent RIAs — analogous to the role Kestra IS / Kestra AS play for Evans Wealth Planning. Relevant ecosystem peer for evaluating the firm's platform dependencies.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/StephenEvansCFP
• Facebookfacebook.com/evanswealthplanning

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Evans Wealth Planning