Evans Financial Planning, Inc.

Evans Financial Planning, Inc. (CRD# 112662) is a financial advisory firm headquartered in , . They manage $7,215,458 in 44 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $163,988
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Evans Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Ruth A. Evans
CRD#: 2844182
Mcallen, TX
96
Wealthminder
score

Ruth Evans (CRD# 2844182) is an Investment Advisor Representative working at Evans Financial Planning, Inc. in Mcallen, TX and has over 19 years of experience in the finance industry. Ruth Evans has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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