Evan Hewitt is a CFP-designated registered investment advisor at Compass Ion Advisors, LLC, based in Bryn Mawr, PA, with 6 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, High Net Worth, Investment Management, and 2 more. Their firm serves 1,204 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Ion Advisors charges an annual fee based on a percentage of the value of your portfolio for combined investment management and ongoing financial planning. This fee is calculated and paid quarterly in advance.
Location
Bryn Mawr, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Evan is the founder and director of Heartwood Foundation, an education non-profit, since January 2024. He spends minimal time developing and executing education-related projects and opportunities, with a small portion of that time during trading hours.
Employment History
Current Registrations
Compass Ion Advisors, LLC
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
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