Evan Chiarenzelli
Evan Chiarenzelli is a registered investment advisor at Craft Wealth Services, based in Tampa, FL, with 14 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 248 clients with $92M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable based upon factors such as the type of client, the complexity of the client's situation, and the total amount of assets under management for the client.
Fee Estimator
Location
1902 West Kennedy Boulevard, Unit 4, Tampa, FL, 33606
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 ActivitiesSells Insurance
Evan is an insurance agent since December 2022 and also works as a minute taker and consultant for Xplor Holdings LLC, a micromobility company, dedicating a few hours per week. He also owns a small equity position in Xplor Holdings LLC.
Employment History
Current Registrations
Craft Wealth Services
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
State Registrations2 states
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.