Daniel Hamilton Evans
Investment adviser representative at Ridgeline Wealth Planning LLC
10 yearsExperience
2 statesRegistered in
$259.6MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Ridgeline Wealth Planning LLCMay 2022 to now
- Cedarville UniversityAug 2021 to May 2022
- Bernard's Garden CenterMay 2020 to Aug 2021
- B&k Farm MarketMay 2018 to May 2020
- SchoolMay 2012 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Ridgeline Wealth Planning LLC
$259.6MAssets managed
443Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7584869
- Firm CRD
- 307702