# Evans Wealth Management

> Evans Wealth Management is an SEC-registered investment advisory firm in Gallipolis, OH, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 12, 2024.

- CRD: 164320
- Filed as: EVANS WEALTH MANAGEMENT
- Legal name: Stan Evans Financial Planning, LLC
- Also doing business as: STAN EVANS WEALTH MANAGEMENT, LLC DBA EVANS WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Gallipolis, OH
- Filing period: October 2026
- Form ADV filing dated: February 12, 2024
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164320
- AdvisorCensus page: https://advisorcensus.com/firm/evans-wealth-management-gallipolis-oh-164320

## Quick answers

**How is Evans Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Evans Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Evans Wealth Management located?**
Evans Wealth Management's principal office is in Gallipolis, OH, according to its Form ADV.

**Is Evans Wealth Management registered with the SEC or a state?**
Evans Wealth Management is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 164320.

**How much does Evans Wealth Management manage?**
Evans Wealth Management reports $122,000,000 in regulatory assets under management in its Form ADV filing dated February 12, 2024 (100% discretionary).

**How have Evans Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Evans Wealth Management: Regulatory assets under management: $112,000,000 in the October 2021 data and $122,000,000 in the October 2026 data, up 9%. Total employees: 2 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Evans Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (665).

**Does Evans Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164320

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $122,000,000
- Discretionary: $122,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 665 | $122,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ewmstanevans.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $112,000,000 | 2 | April 1, 2021 |
| October 2022 | $150,000,000 | 3 | March 1, 2022 |
| October 2023 | $126,808,357 | 2 | June 27, 2023 |
| October 2024 | $122,000,000 | 1 | February 12, 2024 |
| October 2025 | $122,000,000 | 1 | February 12, 2024 |
| October 2026 | $122,000,000 | 1 | February 12, 2024 |

Regulatory assets under management: $112,000,000 in the October 2021 data and $122,000,000 in the October 2026 data, up 9%.
Total employees: 2 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Evans Wealth Management (CRD 164320): Form ADV filing data as of October 2026.