Wells Fargo Advisors
47yrs
Top advisor by experience in The Woodlands
12yrs
Daniel Evans
Financial advisor at Bogart Wealth
Daniel Evans is a fiduciary financial advisor in The Woodlands, Texas, with 12 years in the industry. After seven years at Wells Fargo Advisors and a year at Merrill, Daniel joined Bogart Wealth in 2022, a firm offering financial planning, investment management, and educational workshops. Daniel holds the CFP® designation.
One of 583 advisors with offices in The Woodlands, and one of 547 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office1725 Hughes Landing Blvd. Suite 1225, The Woodlands, TX 77380
FirmBogart Wealth
How the firm is paid ?Percent of assets
Typical client at the firm ?$2.21 million
Advisors at the firm25
States licensed ?1 state
Services through Bogart Wealth
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowBogart Wealth, LLCCurrent firm
- 2015 – 2022Wells Fargo Clearing Services, LLCPreviously
- Jul 2014 – Dec 2015MerrillPreviously
Contact Daniel
Local office(832) 240-3311Ask for Daniel. (703) 570-8651Main office · McLean, VA 1725 Hughes Landing Blvd. Suite 1225The Woodlands, TX 77380Office · Get directions Facebook pageBogart Wealth
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Daniel’s local office at (832) 240-3311 or the Bogart Wealth main office at (703) 570-8651, and ask for Daniel Evans.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Bogart Wealth reports being paid by a percentage of the assets they manage. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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