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The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in advance or in arrears and is negotiable.","source":"EVERHART ADVISORS ADV PART 2A, filed 23 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Everhart Financial Group use?","answer":"Everhart Financial Group’s separately managed account assets are held at SEI Private Trust Company (Oaks, PA), with $1.79B and Charles Schwab & Co., Inc. (San Francisco, CA), with $600M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Everhart Financial Group have?","answer":"Everhart Financial Group has 28 investment adviser representatives registered with state securities authorities, out of 59 employees, and 28 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 10 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Everhart Financial Group invest in?","answer":"At the end of its last fiscal year, Everhart Financial Group’s separately managed accounts held 66% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 6% non-exchange-traded equities and 5% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Everhart Financial Group?","answer":"Everhart Financial Group’s direct owners are Richard Everhart (50% to 75%), Matthew Romeo (10% to 25%), Brian Hanna (5% to 10%), Frank Ciotola (5% to 10%) and Steven Reinsel (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 24 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Everhart Financial Group get paid?","answer":"Everhart Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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