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EH
CFP
EH
CFP

Evan Hine

Dakota Wealth, LLC
4 Years of Experience
Lewes, DE
View SEC Summary
View SEC Summary

Evan Hine is a CFP-designated registered investment advisor at Dakota Wealth, LLC, based in Lewes, DE, with 4 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 8 more. Their firm serves 3,764 clients with $6.9B in assets under management.

Dakota Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
61 advisors
Number of Clients
3,764 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$6.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range up to 2.00% annually based on complexity, asset levels, and overall relationship. Additional 0.50% applies to the Dynamic Growth strategy, 0.75% for held-away accounts on Pontera, and $135 annually for accommodation accounts on Envestnet Tamarac.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1413 Savannah Rd, Ste 4, Lewes, DE, 19958

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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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Other Business Activities

Evan works as an associate teaching professional at Vacasa (Sea Colony Tennis), a tennis and pickleball center, since 2018. He dedicates a few hours per week teaching pickleball and tennis camps/lessons/clinics.

Employment History
Current Registrations
Dakota Wealth, LLC
November 2025 - Present · 11 mos
Previous Registrations
Lokken Investment Group, LLC
October 2023 - December 2025 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2022 - October 2023 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2022 - October 2023 · 1 yr 1 mo
Loftus Wealth Strategies
January 2022 - June 2022 · 5 mos
United Planners' Financial Services of America a Limited Partner
September 2021 - December 2021 · 3 mos
United Planners' Financial Services of America a Limited PartnerBroker
July 2021 - December 2021 · 5 mos
State Registrations1 state
DE
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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