EVERHART ADVISORS

535 Metro Place South
Suite 100
Dublin, Ohio 43017
Tel: 614-717-9705

About EVERHART ADVISORS

EVERHART ADVISORS, formally registered with the SEC as EVERHART ADVISORS. The firm was established in 12/21/1995. They have over 3 offices throughout the country.

EVERHART ADVISORS is a Dublin, Ohio based Financial Planning firm with nearly $1,084,743,953 assets under management, offering retirement planning & investment advisory services to 4100 clients. The firm is staffed with 45 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107091
SEC#	801-50786
Assets Managed by Firm	$1,084,743,953
No. of Clients	4100
No. of Advisors	45

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Publication of periodicals or Newsleters
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	4100	$1,084,743,953
Individuals (other than high net worth individuals)	2342	$773,439,054
High net worth individuals	56	$267,247,588
Pension and profit sharing plans	516	$44,057,311

Inquire with EVERHART ADVISORS

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