LPL Financial
45yrs
Top advisor by experience in Lancaster
New
Evan Stein
Financial advisor at RKL Private Wealth
Evan Stein is a fiduciary financial advisor in Lancaster, Pennsylvania, registered since Mar 2026. Evan joined RKL Private Wealth in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 425 advisors with offices in Lancaster, and one of 382 fiduciaries.
At a glance
ExperienceNew to the profession (since Mar 2026)
How that compares ?New to the profession
Office1800 Fruitville Pike, Lancaster, PA 17601
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.22 million
Advisors at the firm29
States licensed ?1 state
Services through RKL Private Wealth
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Sep 2026 – nowRKL Private WealthCurrent firm
Contact Evan
(717) 399-1700RKL Private Wealth main office 1800 Fruitville PikeLancaster, PA 17601Office · Get directions Instagram pageRKL Private Wealth
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Questions to ask Evan
Tailored to Evan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Evan
How do I contact Evan?
Call RKL Private Wealth at (717) 399-1700 and ask for Evan Stein. Evan works from the Lancaster, PA office.
How long has Evan been a financial advisor?
Evan is new to the profession, registered since Mar 2026, and holds 1 license.
What licenses does Evan hold?
Series 65. Tap any license on this page to see what it allows.
Is Evan a fiduciary?
Evan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Evan paid?
RKL Private Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Evan 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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