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Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
665 clients
Average Client Portfolio
$183K average
Assets Under Management
$122.0M
Fee Structure
This brochure supplement does not contain any fee information. Please refer to the Evans Wealth Management brochure for fee details.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information
Office location
300 Second Avenue, Suite D, Gallipolis, OH, 45631
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stanley lives and works on his family farm, earning profits from growing grains each year. This activity does not create a conflict of interest with his advisory clients.
Employment History
Current Registrations
Evans Wealth Management
July 2023 - Present · 2 yrs 6 mos
Previous Registrations
Evans Wealth Management
July 2012 - March 2023 · 10 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2011 - April 2012 · 4 mos
The Huntington Investment Company
June 2009 - April 2011 · 1 yr 10 mos
Wells Fargo Advisors, LLC
December 2008 - June 2009 · 6 mos
Wachovia Securities, LLC
November 2006 - August 2008 · 1 yr 9 mos
Wachovia Securities, LLC
July 2003 - February 2006 · 2 yrs 7 mos
Prudential Securities Incorporated
February 2002 - July 2003 · 1 yr 5 mos
State Registrations2 states
OHWV
Advisor
Exams
No exam information available for this advisor.