Brian Evans
Brian Evans is a PFS-designated registered investment advisor at Madrona Financial & Cpas, based in Everett, WA, with 26 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 671 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.05% |
| $5M+ | 0.85% |
Fees are for standard assets. DSTs are subject to a lower fee schedule. Madrona may use third-party sub-advisors, and the fees for those advisors may either be included in or in addition to the fee charged by Madrona. Fees are negotiable.
Fee Estimator
Location
2911 Bond St. Suite 105, Everett, WA, 98201
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is an owner and service provider with entities related to Madrona Financial Services, LLC, including Madrona Advisory Group, LLC, Madrona Insurance Services, LLC, and Bauer Evans, Inc., P.S., dedicating full-time hours. Brian also acts as a coach and speaker for Financial Independence Group (FIG), spending a few hours per week on this activity.
Employment History
Current Registrations
Madrona Financial & Cpas
Previous Registrations
Madrona Funds, LLC
Advisory Fusion, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.