Evan Keech is a registered investment advisor at Clear Creek Financial Management, LLC, based in Redmond, WA, with 4 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 3,783 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee charged for asset management services will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Location
22030 NE 73rd St, Redmond, WA, 98053
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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 Activities
Evan is a passive real estate investor through TFP Holdings since 2021, requiring no time commitment. He also has an LLC, Kaperra Capital, LLC, that receives payment from Ascent, requiring minimal time.
Employment History
Current Registrations
Clear Creek Financial Management, LLC
State Registrations1 state
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.