AdvisorRanked
92
Clean

EVERTERN WEALTH, LLC

4501 TAMIAMI TRAIL N, NAPLES, FL 34103
Fiduciaryfee-onlySEC Registered
239-508-7700 www.EverternWealth.com CRD #340830
Visit Website
$0
Assets Managed
5
Clients
10
Employees
0
Years Active
since 2026

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46113. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

complaint46113

1 customer complaint(s)/arbitration(s) disclosed on Form ADV Item 11.

Resolved

Total complaints on record: 1

Complaint ratio: 20.00 per 100 clients

Industry average is approximately 0.15 complaints per 100 clients. A ratio above 0.30 is considered elevated.

Firm Details

Legal NameEVERTERN WEALTH, LLC
CRD Number#340830
SEC RegisteredYes
Registration Date2026-03-31
States RegisteredFL
Assets Under Management$0
Number of Clients5
Employees10
Compensation Typefee-only
Last ADV Filing46113

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Frequently Asked Questions

Is EVERTERN WEALTH, LLC a fiduciary?

Yes. EVERTERN WEALTH, LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does EVERTERN WEALTH, LLC charge clients?

EVERTERN WEALTH, LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does EVERTERN WEALTH, LLC have any complaints?

Yes. EVERTERN WEALTH, LLC has 1 complaint(s) on record. Their complaint ratio is 20.00 per 100 clients (industry average: ~0.15).

How does EVERTERN WEALTH, LLC compare to other advisors in NAPLES?

EVERTERN WEALTH, LLC has a Red Flag Score of 92/100. There are 36 registered advisory firms in NAPLES. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46113. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.