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Updated September 28, 2026. Quick answer: Mostly yes, with one carve-out. EverGreen Wealth Management is registered with the SEC only as an investment adviser, so on your advisory account it owes you a fiduciary duty under the Investment Advisers Act of 1940. Its own Form CRS states: “When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours.” Some of EverGreen Wealth Management’s financial professionals can receive commissions, which its own Form CRS names as a conflict of interest. Its Form ADV Part 2A says those are commissions on insurance products sold as independent licensed insurance agents, and that neither the firm nor its representatives are registered with a broker-dealer.
Fiduciary status at comparable advisory firms: Is Allstate Financial Advisors a Fiduciary? What Its Own Form CRS Says (2026).
For a closer look at this firm: EverGreen Wealth Management Fees and How to Leave EverGreen Wealth Management.
How it’s registered
From Form CRS, Customer Relationship Summary, EverGreen Wealth Management (04/21/2022): “EVERGREEN WEALTH MANAGEMENT, LLC is an investment adviser offering advisory accounts and services.”
The standard of conduct, in its own words
“When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours.”
On commissions: “Primarily, we and our financial professionals receive cash compensation from the advisory services we provide to you because of the advisory fees we receive from you. This compensation may vary based on different factors, such as those listed above in this Item. Our financial professionals also have the ability to receive commissions from clients and therefore have an incentive to recommend products that provide them or us additional compensation over those that do not.”
Fiduciary status by capacity
| Capacity | Registration | Standard you’re owed | Can earn commissions | Source |
|---|---|---|---|---|
| As your investment adviser (most clients) | SEC-registered investment adviser | Fiduciary duty (Investment Advisers Act of 1940) | No (asset-based advisory fee: up to $10,000 a year, 2.00% on a $500,000 account, the published maximum, which the firm says is negotiable) | Form CRS, Customer Relationship Summary, EverGreen Wealth Management, 04/21/2022 |
| As a licensed insurance agent (limited) | Insurance commissions (no representative is registered with a broker-dealer) | A disclosed conflict of interest, not a separate broker-dealer standard | Yes (insurance commissions) | Form CRS, Customer Relationship Summary, EverGreen Wealth Management, 04/21/2022; Form ADV Part 2A, March 20, 2026 |
What this means for what you pay
Fiduciary status is one input, not the whole picture. EverGreen Wealth Management discloses a published fee that runs up to $10,000 a year on a $500,000 account (the published maximum, which the firm says is negotiable), per its own current Form ADV Part 2A (March 20, 2026), cited in Sources below. A dedicated fee page for EverGreen Wealth Management has not been published on this site yet.
If the answer above changes your mind about staying, read the general mechanics of switching financial advisors, or use a dated termination letter once you decide. A dedicated how-to-leave page for EverGreen Wealth Management has not been published on this site yet.
Other fiduciary-status pages
Read this one, this one too, and one more.
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Source: WiserAdvisor’s service descriptionSources
- Form CRS, Customer Relationship Summary, EverGreen Wealth Management (04/21/2022): https://reports.adviserinfo.sec.gov/crs/crs_174090.pdf
- Form ADV Part 2A (March 20, 2026), the primary source for the fee figure above: https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022473
- SEC Investment Adviser Public Disclosure, EverGreen Wealth Management (CRD #174090): https://adviserinfo.sec.gov/firm/summary/174090
- EverGreen Wealth Management, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/174090/PDF/174090.pdf
Methodology. This page was built September 28, 2026, quoting directly from EverGreen Wealth Management’s own current Form CRS, with the source linked above; any distinction we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading the firm’s own Form CRS. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.