Evan
Fitzpatrick
Pensionmark Financial Group, LLC
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About this Advisor
Evan Fitzpatrick is a financial advisor who works in Lansdale, Pennsylvania, with a total of 2 years of industry experience. Fitzpatrick is an employee of Pensionmark Financial Group, LLC. Their career trajectory has included roles at The Vanguard Group, Inc and Sequoia Consulting Group. Fitzpatrick has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona, California, New York and Pennsylvania. Pensionmark Financial Group, LLC is an advisory firm that has its headquarters in Santa Barbara, CA. The company has offices in 59 locations and a total of 244 employees. It administers $27 billion in assets among its 7,380 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 142 charitable organizations. Of its 7,380 customer accounts, just 4% are held by high-net-worth individuals who have more than $1 million in investable assets. Pensionmark Financial Group, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees typically are based on the type of financial services provided. Fees charged by Pensionmark Financial Group, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Evan Fitzpatrick Work History
Evan has been registered as a financial advisor for 2 years.*
Sequoia Consulting Group
The Vanguard Group, Inc
The Vanguard Group, Inc
*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 Evan Fitzpatrick 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 Pensionmark Financial Group, LLC
Fort Mill, SC
Los Angeles, CA
San Antonio, TX
South Burlington, VT
Madison, WI
Santa Barbara, CA
Saint Petersburg, FL
San Mateo, 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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