Elizabeth Evans is a registered investment advisor at Cayena Capital Management, LLC, based in Weare, NH, with 16 years of industry experience. Elizabeth 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, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Comprehensive financial plans: Up to $3,000 per plan.
Location
Weare, NH
Get directionsHistory
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
Elizabeth receives supplemental income from the Morgan Franklin Fellowship Foundation/Morgan Legacy Partners, dedicating about half of her time to creating a financial literacy curriculum and serving as a consultant. She is also the Manager & President of Cayena Econ Lab LLC, a financial consulting firm, and a Business Advisor/Underwriter for the Regional Economic Development Center, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Cayena Capital Management, LLC
Previous Registrations
Curbstone Financial Management CORP.
Curbstone Financial Management CorporationBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Windhaven Investment Management, INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Fidelity Brokerage Services LLCBroker
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.