Fee-OnlyFinder

Evident Financial

Financial planning in Erie, PA

SEC registeredNo commissions reported

Call (814) 425-5182Send a messageMap ↗

Public-record details

Address
302 French Street, Erie, PA 16507
Phone
(814) 425-5182
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name
Allstreet Financial, LLC
CRD number
281661
Registration
SEC registered since 2026-04-06
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management
$149.7 million
Accounts managed
212
Clients reported (Form ADV 5.D)
90
Individual / high-net-worth clients
48 / 31
Employees
2
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-08-13

SEC registered investment adviser, CRD 281661, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Erie

Bishop & Company Investment Management, LLC1250 Tower Lane, Suite 101 · Erie, PA 16505 · (814) 314-0344 · Financial planningCRD 146448 · % of assets, Hourly charges, Fixed fees · $440.8 million AUMSEC registeredNo commissions reportedElite Life Management LLC2725 Colonial Ave · Erie, PA 16505 · (814) 836-5776 · Financial planningCRD 310917 · % of assets, Fixed fees · $147.0 million AUMSEC registeredNo commissions reportedEvanoff Financial Advisors1001 State Street, Suite 1400 · Erie, PA 16501 · (814) 461-7898 · % of assets managedCRD 127483 · % of assets · $20.5 million AUMState registeredNo commissions reportedHbks Wealth Advisors2725 Colonial Ave · Erie, PA 16506 · (814) 836-5776 · Financial planningCRD 112139 · % of assets, Hourly charges, Fixed fees · $7.7 billion AUMSEC registeredNo commissions reportedI.m.s. Wealth Management, LLC359 West 26th Street · Erie, PA 16508 · (814) 454-1133 · Financial planningCRD 164717 · % of assets, Hourly charges, Fixed fees · $38.4 million AUMState registeredNo commissions reportedMarsden Capital Management, LLC.1103 Powell Avenue · Erie, PA 16505 · (814) 836-1800 · Flat / fixed feesCRD 111692 · % of assets, Fixed fees · $94.9 million AUMState registeredNo commissions reportedOne-Up Financial1545 West 38th Street · Erie, PA 16508 · (814) 325-2699 · Financial planningCRD 333778 · % of assets, Fixed fees · $107.5 million AUMSEC registeredNo commissions reportedProvident Wealth Management INC3527 West 26th Street · Erie, PA 16506 · (814) 455-7523 · Financial planningCRD 107021 · % of assets, Hourly charges, Fixed fees · $25.7 million AUMState registeredNo commissions reported

All 12 in Erie →