EW
EW

Evan Eugene Von Waldner

6 Years of Experience
Broker
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
62 advisors
Number of Clients
197,089 clients
Average Client Portfolio
$157K average
Assets Under Management
$30.9B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Hilton Head Island, SC

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Alight Financial Advisors, LLC
December 2023 - Present · 2 yrs 2 mos
Alight Financial Solutions, LLC
December 2023 - Present · 2 yrs 2 mos
Alight Financial Solutions, LLCBroker
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
Charles Schwab & CO., INC.
November 2021 - December 2023 · 2 yrs 1 mo
Charles Schwab & CO., INC.Broker
December 2018 - December 2023 · 5 yrs
State Registrations2 states
GANC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.