Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
3,783 clients
Average Client Portfolio
$390K average
Assets Under Management
$1.5B

Fee Structure

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Location

22030 NE 73rd St, Redmond, WA, 98053

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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 is a passive real estate investor through TFP Holdings since 2021, requiring no time commitment. He also has an LLC, Kaperra Capital, LLC, that receives payment from Ascent, requiring minimal time.

Employment History
Current Registrations
Clear Creek Financial Management, LLC
September 2021 - Present · 4 yrs 5 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.