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William Evans Investment Advisor
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
William Evans Investment Advisor provides investment advisory and residential real estate advisory services to individual clients, offering financial check-ups, written investment plans, and tools to evaluate property opportunities (including buy-and-hold, rehab-and-flip, syndications, and land). The firm states it will not take custody of client funds, will not exercise investment discretion, and delivers reports and recommendations clients can implement.
The firm’s investment approach is value-oriented and long-term, relying on proprietary algorithms and valuation models to identify mispriced equities and determine target purchase prices. It emphasizes patience—waiting for sufficient market undervaluation before buying—and states it will only invest in companies in which the adviser would be willing to invest personally.
A distinctive operational feature is the fee structure: the firm does not use percentage-of-assets-under-management or performance-based fees and instead charges fixed fees for financial check-ups and planning services, which is uncommon for firms in this category. The principal combines more than two decades of market investing experience, an MBA in finance, proprietary quantitative tools, and active residential real estate experience, a mix that informs both its equity selection and property advisory work.
Client services
Financial planning
Expertise
Passive / index investing
Real estate investing
Fee options
Minimum fee: Financial check-up/audit fee: $1,000 to $3,000 depending on complexity; Investment strategy and plan fee: $1,500 to $4,000 depending on complexity Fee-only: Fixed fees only, ranging from $1,000 to $4,000 depending on service and portfolio complexity
Main office location
William Evans Investment Advisor
Pipersville PA, United States
Number of offices
1
Most active in
William Evans Investment Advisor has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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