Evon Mendrin is a CFP-designated registered investment advisor at Optometry Wealth Advisors LLC, based in Madera, CA, with 9 years of industry experience. Evon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 10 clients with $5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Optometry Wealth Advisors provides ongoing financial planning and investment management as a bundled service for a single fixed monthly fee. Investment management is not offered as a standalone service. The monthly fee depends on career stage and may be adjusted based on household income, net worth, practice ownership, complexity, and resources required. Investment management services are included in the fixed fee.
Location
Madera, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Evon is the Founder and Chief Compliance Officer of Optometry Wealth Advisors, LLC, a financial planning and investment management firm. This activity takes nearly full-time hours, with most of the time spent during securities trading hours.
Employment History
Current Registrations
Optometry Wealth Advisors LLC
Previous Registrations
Smartpath Advisors
Pathways Advisory Group, INC.
Principal Securities, INC.
Principal Securities, 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.
Exams
Additional Information
I'm a Central Valley, CA native and proud graduate of the Fresno Pacific University School of Business. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and am a Certified Student Loan Professional™ (CSLP®).