Evanson Financial, LLC Dba Evanson Asset Management

Overview

Evanson Financial, LLC doing business as Evanson Asset Management is an independent, individual-owned registered investment adviser operating as a limited liability company. The firm lists SEC registration in 2026 and serves both individual/family and institutional clients. Its client work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements reported include hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not categorized as a capital allocator or pension consultant in the firm data.

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