Ever Green Wealth Management Review


computer Visit Site phone 585-742-0271 print Print Report

Ever Green Wealth Management, registered in 2019, serves 1 state(s) with a licensed staff of 1 advisors. Ever Green Wealth Management manages $49.7 million and provides investment advisory services for 230 clients (1:230 advisor/client ratio).

Firm Information

Summary Firm
Overall Rating
Minimum Investment $0
Average Client Balance $215,994
Total AUM $49.7 million
Fee Range AUM fee range from 1%-1.25% depending on account balance. Please contact us for more details
Advisor / Client Ratio 1:230
Languages Offered English
Specialities Retirement Planning, Women Professionals, Small Business, Retirees
Website Visit Site
Phone Number 585-742-0271
Headquarters Victor, NY
Locations See locations
Facebook Visit Profile
SEC Filings View SEC IAPD CRD #297459

Investment Philosophy

When you work with Ever Green Wealth Management clients future & objectives will be treated with the same respect as if they were our own. We customize a strategy to be consistent with clients risk tolerance and strive to build portfolios to help meet our clients goals. We are fee-only fiduciaries committed to putting our client interests first.

Disciplinary Questions

After checking the disciplinary records of Ever Green Wealth Management, our system found no disciplinary questions to ask. Checks take place monthly.

Conflict Questions

After checking the regulatory records of Ever Green Wealth Management, our system has identified the following question(s) to ask. Learn more.

Which securities does Ever Green Wealth Management trade for itself that it will also be recommending to me?

Ever Green Wealth Management has marked in their disclosures that they trade recommended securities. While this often can be seen as "eating your own cooking," there are several inherent conflicts that can arise. For example, front running is when a financial professional buys or sell securities ahead of their client. In short, any financial professional should disclose all positions they hold (or have sold short) that they will also be recommending to you.

Our system found no other conflict questions to ask. Checks take place monthly.

Was this helpful?

Yes or No

Disciplinary History

An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans.

As identified in SEC Form ADV Part 1, Item 11 “Disclosure Information”, the Trust Algorithm identified the following disciplinary disclosures for Ever Green Wealth Management:


Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response. To learn more, explore our series of articles about what financial advisors do and what it may cost to work with one, as well as what their titles mean and how to make a smart choice.

Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown and reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation").

View Fee Disclosures


Other Firms

This automated report was generated using SEC and FINRA data and was last updated on October 4th, 2022*. For data support, email "". Views: 356 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

*SEC data last verified 10/04/2022. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.

Firm’s/Financial Professional’s profile pages may contain certain limited information directly provided to by the Firm/Financial Professional including, by way of example only, the “Personal Bio,” “Certifications,” and/or “Investment Philosophy” portions of the profile page. With respect to such information, cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within’s Trust Score algorithm or review process.