Evan Fricks
Evan Fricks is a registered investment advisor at Masterplan Retirement Consultants, based in Marietta, GA, with 2 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 12 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable based on relationship history, asset type, and portfolio size. MasterPlan also utilizes third-party managers with separate fee schedules ranging from 1.00% to 2.15%.
Fee Estimator
Location
410 Villa Rica Way Sw, Suite 100, Marietta, GA, 30064
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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 works as an insurance agent for Fricks and Associates, Inc. since 2018. This activity takes about half of his time.
Employment History
Current Registrations
Masterplan Retirement Consultants
State Registrations7 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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