Wyatt Moerdyk
Wyatt Moerdyk is a CFP-designated registered investment advisor at Evidence Advisors Investment Management, based in Boerne, TX, with 21 years of industry experience. Wyatt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 94 clients with $69M 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 | 2.00% |
Fees are negotiable up to 2.00% annually. You may also pay additional advisory fees to a third-party money manager depending upon which manager you select.
Fee Estimator
Location
7 Upper Balcones Road, Boerne, TX, 78006
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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 ActivitiesSells Insurance
Wyatt sells fixed insurance products, including life insurance, annuities, and long-term care, with various companies since 2016. This takes him full-time.
Employment History
Current Registrations
Evidence Advisors Investment Management
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
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.