EF
EF

Evan Mark Fricks

2 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment ManagementTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
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Location

410 Villa Rica Way Sw, Suite 100, Marietta, GA, 30064

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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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Other Business ActivitiesSells Insurance

Evan works as an insurance agent for Fricks and Associates, Inc. since 2018. This activity takes about half of his time.

Employment History
Current Registrations
Masterplan Retirement Consultants
November 2023 - Present · 2 yrs 3 mos
State Registrations7 states
ALFLGALANCSCTX
Advisor
Exams
No exam information available for this advisor.