John Evans is a registered investment advisor at Creed Evans Financial Advisory, LLC, based in Marion, VA. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $1.0M | 0.95% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
The maximum advisory fee charged by Creed Evans Financial on any account shall not exceed 1.2% annually. Fees are negotiable and may be waived under certain circumstances.
Fee Estimator
Location
Marion, VA
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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 →Employment History
Current Registrations
Creed Evans Financial Advisory, 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.