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EVERHART ADVISORS

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

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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 $1,445,557,781 assets under management, offering retirement planning & investment advisory services to 4645 clients. The firm is staffed with 47 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107091
SEC#801-50786
Assets Managed by Firm$1,445,557,781
No. of Clients4645
No. of Advisors47

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total4645$1,445,557,781
Individuals (other than high net worth individuals)2465$1,019,030,052
High net worth individuals152$362,511,786
Pension and profit sharing plans571$64,015,943

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