Fee-Only Fiduciary Financial Advisor in Boston
You are here because you are looking for something different — a financial advisor who charges a transparent fee, acts as a fiduciary, and puts your interests ahead of their own. At Evergreen Wealth Management, that is exactly what we do.
What Makes Us Different
Flat monthly fee of $900. No percentage of your assets. No commissions. No hidden costs. Our flat-fee model means you get comprehensive financial planning, tax strategy, and investment management for a predictable monthly cost for relationships of $1,000,000 or more. Fees are negotiable.
100% fiduciary, 100% of the time. We are legally obligated to act in your best interest. We do not sell products, earn commissions, or receive kickbacks of any kind. Every recommendation we make is based solely on what is best for you and your family.
CFP® professional with 20+ years of experience. Nick Stevens spent 12 years at Fidelity Investments before founding Evergreen Wealth Management. He brings institutional-level expertise to every client relationship, with deep knowledge in retirement planning, tax optimization, and investment management.
What Is Included in Our Flat Fee
For $900 per month, you receive comprehensive retirement income planning with Social Security optimization, tax-efficient investment management including Roth conversion analysis, ongoing tax planning coordinated with your CPA, estate planning review and beneficiary coordination, insurance and risk management analysis, stock option and RSU planning for professionals, and unlimited access to your dedicated CFP® advisor throughout the year. There are no additional charges for phone calls, meetings, or financial plan updates.
How Much Could You Save?
Most financial advisors charge 1% of your portfolio annually. On a $1.5 million portfolio, that is $15,000 per year — and the fee grows as your wealth grows. With our flat fee of $10,800 per year, you could save thousands annually while receiving more comprehensive planning than most AUM-based advisors provide.
Schedule a Free, No-Pressure Introduction Call
We believe the best way to evaluate a financial advisor is through a real conversation — not a sales pitch. Schedule a free introductory call to discuss your financial goals, ask questions about our approach, and see if Evergreen Wealth Management is the right fit for your family.
Trusted by Boston-Area Families
We serve clients throughout Greater Boston including Burlington, Needham, Framingham, Quincy, and Hingham. Whether you prefer in-person or virtual meetings, we are here to help you make better financial decisions with confidence.
Read our client success stories | View our FAQ (21 common questions answered) | See our complete fee structure