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CFP
EH
CFP

Evaggelia Hatzimanolis

Creative Planning
24 Years of Experience
Delray Beach, FL
View SEC Summary
View SEC Summary

Evaggelia Hatzimanolis is a CFP-designated registered investment advisor at Creative Planning, based in Delray Beach, FL, with 24 years of industry experience. Evaggelia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 100,298 clients with $300B in assets under management.

Creative Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1165 advisors
Number of Clients
100,298 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$295.6B

Fee Structure

Minimum Investment:$200K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.20%
$500K - $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.80%
$10.0M - $25.0M0.70%
$25.0M - $50.0M0.40%
$50.0M - $100.0M0.30%
$100M+0.25%

Fees and billing methods are negotiable based on account size, householding, and complexity. Legacy clients from acquired firms may have different fee schedules.

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

Delray Beach, FL

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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
Creative Planning
March 2026 - Present · 7 mos
Previous Registrations
Lido
September 2023 - November 2025 · 2 yrs 2 mos
Goldman Sachs Personal Financial Management
January 2021 - November 2023 · 2 yrs 10 mos
Goldman Sachs & CO. LLCBroker
January 2021 - November 2023 · 2 yrs 10 mos
Advice and Planning Services
January 2016 - November 2020 · 4 yrs 10 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
January 2016 - November 2020 · 4 yrs 10 mos
Strategic Advisers, INC.
May 2015 - October 2015 · 5 mos
Fidelity Brokerage Services LLCBroker
May 2015 - October 2015 · 5 mos
Strategic Advisers, INC.
January 2013 - April 2015 · 2 yrs 3 mos
Fidelity Brokerage Services LLCBroker
October 2012 - April 2015 · 2 yrs 6 mos
Morgan Stanley Smith BarneyBroker
June 2009 - February 2012 · 2 yrs 8 mos
Morgan Stanley Smith Barney LLC
June 2009 - February 2012 · 2 yrs 8 mos
Citigroup Global Markets INC.
November 2006 - June 2009 · 2 yrs 7 mos
Citigroup Global Markets INC.Broker
June 2004 - June 2009 · 5 yrs
Salomon Smith Barney INC.Broker
August 2002 - February 2003 · 6 mos
Salomon Smith Barney INC.Broker
September 1999 - May 2002 · 2 yrs 8 mos
Capital International Securities Group, INC.Broker
June 1999 - August 1999 · 2 mos
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.
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