Michelle
Eversman

Aspiriant, LLC

CRD#6093254
Investment Advisor
in San Francisco, CA

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About this Advisor

Michelle Eversman is a certified financial planner who works out of San Francisco, California, with 3 years of relevant experience. Eversman is an employee of Aspiriant, LLC. Throughout their career, Eversman has worked at Deloitte Tax Llp and Aspiriant. Eversman is approved to advise clients in California. Aspiriant, LLC is a registered investment company operating out of Los Angeles, CA. It has offices in nine locations and a total of 197 employees. It manages $13 billion in assets between its 10,745 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves eight charities and foundations. Of its 10,745 customer accounts, 67% are held by high-net-worth clients who have at least $1 million in investable assets. Aspiriant, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely are based on the type of financial services provided. However, fee types billed by Aspiriant, LLC may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

50 California Street Suite 2600
San Francisco, CA 94111

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Aspiriant, LLC Brokerage Details

Total Assets Under Management

$13,118,061,000

CA Average: $7,578,581,321
Total Number of Employees

197

CA Average: 43
Total Number of Accounts

10,745

CA Average: 3,727
Average Account Size

$1,220,853

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Michelle Eversman Work History

Michelle has been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

Aspiriant

2017 - 2021 (4 years)

Aspiriant

2010 - 2017 (7 years)

Deloitte Tax Llp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michelle Eversman 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 Aspiriant, LLC

Regina Wohl
Mountain View, CA
Mindy Tankel
Los Angeles, CA
Ami Aranha
San Diego, CA
Ryan Nelson
Los Angeles, CA
Sandra Conners
San Diego, CA
John Petrie
Waukesha, WI
Bradley Weber
Hopkins, MN
Nolan Alinsod
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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