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 Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
MasterPlan charges a fee based on the value of your portfolio, ranging from 0.25% to 2% per year. The exact fee is negotiable. MasterPlan may also use sub-advisors to manage your portfolio, but you won't pay any additional fees for this. MasterPlan also refers clients to third-party managers, and receives a portion of their fees.
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.