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 $1,445,557,781 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 Status	Approved
Firm CRD#	107091
SEC#	801-50786
Assets Managed by Firm	$1,445,557,781
No. of Clients	4645
No. of Advisors	47

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 Clients	AUM
Firm Total	4645	$1,445,557,781
Individuals (other than high net worth individuals)	2465	$1,019,030,052
High net worth individuals	152	$362,511,786
Pension and profit sharing plans	571	$64,015,943

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