Evan Lane
Evan Lane is a CFP-designated registered investment advisor at The Financial Resource Center, based in Carmel, IN, with 12 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 231 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Financial Resource Center's investment management fees are paid quarterly, based on the average daily market value of your investments. The fees will not exceed 2% annually, depending on the complexity, time, and expertise required.
Location
9640 Commerce Drive, Suite 414, Carmel, IN, 46032
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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
Evan is an independent insurance agent for various companies and dedicates a few hours per week to this activity. He is also an Investment Advisor Representative (IAR) and Chief Compliance Officer for Carriage Wealth Partners LLC, spending full-time hours on this role.
Employment History
Current Registrations
The Financial Resource Center
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
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.