Evan
Maushart
Waverly Advisors, LLC
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About this Advisor
Evan Maushart is a financial advisor based in Birmingham, Alabama, working with Waverly Advisors, LLC. Evan has previously held positions at Waverly Advisors, 9258 Wealth Management, Kenwood Country Club, Xavier University, Chick-Fil-A, Sharp's Valet Parking Services, Stephen T. Badin High School, and Mother Teresa Catholic Elementary School. Evan has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Evan is part of Waverly Advisors, LLC, which operates out of Birmingham, Alabama. The firm has 38 offices and 281 employees. Waverly Advisors, LLC manages assets totaling $16.1 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Waverly Advisors, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Waverly Advisors, LLC Brokerage Details
$16,130,190,961
281
26,740
$603,223
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Evan Maushart Work History
Waverly Advisors
Kenwood Country Club
9258 Wealth Management
Chick-Fil-A
Xavier University
Sharp'S Valet Parking Services
Stephen T. Badin High School
Mother Teresa Catholic Elementary School
Disclosures
Please visit the SEC profile of Evan Maushart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Waverly Advisors, LLC
Birmingham, AL
Dayton, OH
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Atlanta, GA
Lakeland, FL
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