Evor Vattuone is a CFP-designated registered investment advisor at Farther, based in Walnut Creek, CA, with 18 years of industry experience. Evor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
1990 N. California Blvd, 8th Floor, Walnut Creek, CA, 94596
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 →Employment History
Current Registrations
Farther
Aspire Planning Associates, INC.
Previous Registrations
Aspire Capital Management, INC.
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.
Exams
Additional Information
Aspire Planning Associates is a fee-only advisory firm. We specialize in retirement planning, investment management (including real estate investing), tax planning, budgeting and cash flows, as well as people who have lost a spouse or partner.