EVERPAR ADVISORS LLC

2431 E. 61st Street
Suite 825
Tulsa, Oklahoma 74136
Tel: 918-221-9290

About EVERPAR ADVISORS LLC

EVERPAR ADVISORS LLC, formally registered with the SEC as EVERPAR ADVISORS LLC. The firm was established in 08/31/2023. They have over 1 offices throughout the country.

EVERPAR ADVISORS LLC is a Tulsa, Oklahoma based Financial Planning firm with nearly $488,511,578 assets under management, offering retirement planning & investment advisory services to 816 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	326468
SEC#	801-128638
Assets Managed by Firm	$488,511,578
No. of Clients	816
No. of Advisors	8

Fee Structure

A percentage of AUM
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
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	816	$488,511,578
Individuals (other than high net worth individuals)	102	$24,764,923
High net worth individuals	122	$436,846,279
Charitable organizations	Fewer than 5 clients	$23,886,803
Corporations or other businesses	Fewer than 5 clients	$3,013,573

More Retirement Planning firms in Tulsa, Oklahoma:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAVANAL HILL INVESTMENT MANAGEMENT, INC. One Williams Center, 15th Floor Tulsa, OK, 74172-0172	$11,569,058,289	2265	50
EXCHANGE TRADED CONCEPTS, LLC 10900 Hefner Pointe Drive, Suite 400 Oklahoma City, OK, 73120	$10,174,416,057	84	17
CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114	$6,272,435,135	6	17
CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
EXENCIAL WEALTH ADVISORS 9108 N. Kelley Avenue Oklahoma City, OK, 73131	$5,015,687,471	10586	101

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