AE
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Andrew Jordan Evans

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
6,716 clients
Average Client Portfolio
$916K average
Assets Under Management
$6.1B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1000K1.25%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10M+0.55%

Fees may be negotiated and may be lower than the rates noted in the standard fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1138 N Alma School Rd, Suite 201, Mesa, AZ, 85201

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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 Activities

Andrew works as a police officer for the City of Orange Police Department since 2013, dedicating nearly full-time hours to this role. His duties include investigating crimes, responding to calls, enforcing laws, and making arrests.

Employment History
Current Registrations
Modern Wealth Management, LLC
August 2025 - Present · 6 mos
Public Safety Financial/galloway
May 2023 - Present · 2 yrs 9 mos
State Registrations2 states
AZCA
Advisor
Exams
No exam information available for this advisor.