Niki Woodworth is a CFP-designated registered investment advisor at Evernest Financial Advisors, based in Carmel, IN, with 5 years of industry experience. Niki 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, High Net Worth, and 4 more. Their firm serves 291 clients with $900M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EverNest's annual advisory fee is based on the amount of assets they manage for you. The fee is calculated quarterly, based on the value of your account at the end of each quarter. The specific fee rate is negotiated with each client and can be a flat or tiered schedule, but will not exceed 1% of the market value of your account. The fee schedule may be based on cumulative household assets.
Location
75 Executive Dr, Suite B, Carmel, IN, 46032
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Evernest Financial Advisors
Previous Registrations
Sanctuary Advisors, LLC
Windsor Wealth Management, INC.
State Registrations1 state
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