CRD: 313909
Evergreen Wealth Management
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-08-2021
- Office Locations
- 1
Office Locations
About Evergreen Wealth Management
Evergreen Wealth Management is a Boston-based, fee-only RIA led by CFP® fiduciary Nick Stevens, serving professionals and families—especially those 50+—locally and nationwide via virtual planning. The firm provides flat-fee financial planning and wealth management that integrates investment management, retirement income, and tax strategy, with transparent pricing ($725/month) and no AUM% or product sales.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 32 clients, or 32 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on January 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
NICHOLAS DANA STEVENS
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5147260
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,526,433 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,526,433 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Evergreen Wealth Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.