Evergreen Financial Group, Llc
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ADV data as of Feb 06, 2026
- Regulatory AUM
- $29.5M
- Discretionary
- $29.5M
- Clients
- 41
- Avg AUM / client
- $720K
- Accounts
- 161
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 32 | $11.6M | 39.4% |
| High net worth individuals | 9 | $15.9M | 54.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $635K | 2.15% |
| Charitable organizations | Fewer than 5 clients | $555K | 1.88% |
| Corporations and other businesses | Fewer than 5 clients | $744K | 2.52% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy Mark Bauer | Registered representative | CFP | Feb 2021 (5y) | |
| Stephen Joel Bauer | Registered representative | CFP | Apr 2025 (1y) | |
| Luke Anderson | Registered representative | Dec 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/06/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $27.5M (93% of AUM) Feb 2026
- Truist Financial Corp $5.2M (18% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 06, 2026.
View current Form ADV (SEC/IAPD) ↗