Evan Avery
Evan Avery is a CFP-designated registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 8 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee Estimator
Location
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
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 operates Retirement Plan Analytics as a DBA for his LPL business and is an IAR with Global Retirement Partners, LLC, spending full-time hours on these activities. He also engages in non-variable insurance activities through The Pinnacle Group and Crump Life Insurance Services, dedicating a few hours per week and about 10% of his time, respectively.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
Ronald Blue & CO., LLC
State Registrations14 states
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