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David Evans

Integrity Alliance, LLC
Mechanicsville, VA
1 Disclosure
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David Evans is a registered investment advisor at Integrity Alliance, LLC, based in Mechanicsville, VA. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B in assets under management.

Integrity Alliance, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
10,885 clients
Average Client Portfolio
$497K average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M1.00%
$3M+0.50%

Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Mechanicsville, VA

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History

Regulatory History (1)
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Criminal
August 1995
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Integrity Alliance, LLC
January 2026 - Present · 9 mos
State Registrations2 states
CAVA
Advisor

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
No exam information available for this advisor.
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