Evan Hewitt is a CFP-designated registered investment advisor at Compass Ion Advisors, LLC, based in Conshohocken, PA, with 6 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 1,146 clients with $1.3B in assets under management.
Compensation
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Number of Clients
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Fee Structure
Compass Ion prefers to provide both financial planning and investment advisory services together. The annual fee for investment advisory and ongoing financial planning ranges from 0.50% to 1.35% of your portfolio, paid quarterly in advance. There is a $2,000 minimum annual fee, billed as $500 per quarter. If the calculated fee is less than $500 in a quarter, you will be charged $500 for that quarter. A one-time fee of up to 1.0% is charged for any portion of your account invested in structured notes.
Location
300 Conshohocken State Road, Suite 230, Conshohocken, PA, 19428
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Evan is the founder and director of Heartwood Foundation, an education non-profit, since January 2024. He spends minimal time developing and executing education-related projects and opportunities, with a small portion of that time during trading hours.
Employment History
Current Registrations
Compass Ion Advisors, LLC
State Registrations2 states
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