EB
CFP
EB
CFP

Evan Byrne

10 Years of Experience
Azle, TX

Evan Byrne is a CFP-designated registered investment advisor at Facet, based in Azle, TX, with 10 years of industry experience. Evan 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 3 more. Their firm serves 14,741 clients with $7.6B in assets under management.

Compensation
Fixed/Hourly
Firm Size
85 advisors
Number of Clients
14,741 clients
Average Client Portfolio
$516K average
Assets Under Management
$7.6B

Fee Structure

Planning is included in investment management

Facet Wealth includes investment management at no extra charge as part of your financial planning membership. Because the investment management is bundled into your flat annual membership fee, you do not pay a separate percentage of your portfolio value to have your investments managed.

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Location

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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Employment History
Current Registrations
Facet
August 2020 - Present · 6 yrs 2 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
August 2019 - August 2020 · 1 yr
Fidelity Brokerage Services LLCBroker
July 2016 - August 2020 · 4 yrs 1 mo
State Registrations1 state
TX
Advisor

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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