Johnathan Whiddon is a CFP-designated registered investment advisor at Evidence Wealth, LLC, based in Bryan, TX, with 1 years of industry experience. Johnathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 140 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and may vary based on historical fee schedules, the scope of services, or personal relationships.
Fee Estimator
Location
3851 Corporate Center Drive, Suite 111, Bryan, TX, 77802
Get directionsHistory
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 Activities
John and his wife sell returned mattresses at a discount for Sharetown, paying a fee to the company after each sale. They are responsible for all related expenses.
Employment History
Current Registrations
Evidence Wealth, LLC
State Registrations1 state
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
More Advisors
- Matthew Gentry, CFPEvidence Wealth, LLC
- James Whiddon, CFPEvidence Wealth, LLC
- Scott Monk, CFA, CFPCharis Legacy Partners
- Didine Erskine, CFPLPL Financial LLC
- Keith Baker, ChFCEagle Strategies LLC
- Gregory Myatt, ChFCState Farm Investment Management CORP.