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EB
CFP · ChFC
EB
CFP · ChFC

Evan Barrett

Mutual Advisors, LLC
18 Years of Experience
Calabasas, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Evan Barrett is a CFP, ChFC-designated registered investment advisor at Mutual Advisors, LLC, based in Calabasas, CA, with 18 years of industry experience. Evan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 9,473 clients with $8.5B in assets under management.

Mutual Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
154 advisors
Number of Clients
9,473 clients
Average Client Portfolio
$902K average
Assets Under Management
$8.5B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual management fee ranges up to 2.00% and is negotiable. Fees can be structured as a flat percentage, tiered schedule, or linear schedule. American Funds accounts range from 0.25% to 1.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4500 Park Grenada Blvd., Ste. 202, Calabasas, CA, 91302

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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 ActivitiesSells Insurance

Evan is the owner and agent at Barrett Wealth & Insurance Solutions, selling life, health, long-term care, and disability insurance, dedicating a few hours per week to this. He also works as an actor/performer and is a board member for a softball league, spending minimal time on each of these activities.

Employment History
Current Registrations
Mutual Advisors, LLC
January 2020 - Present · 6 yrs 9 mos
Mutual Securities, INC.
January 2020 - Present · 6 yrs 9 mos
Mutual Securities, INC.Broker
January 2020 - Present · 6 yrs 9 mos
Previous Registrations
Wealthsource® Partners, LLC
January 2018 - January 2020 · 2 yrs
Fortune Financial Services, INC.Broker
January 2018 - December 2019 · 1 yr 11 mos
AXA Advisors, LLC
April 2008 - January 2018 · 9 yrs 9 mos
AXA Advisors, LLCBroker
March 2008 - January 2018 · 9 yrs 10 mos
State Registrations2 states
CANV
AdvisorBrokerBoth

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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