Personal Financial Planning Ph.D. | Chartered Retirement Planning Counselor | Certified Financial Planner
Dr. Mark Evers has over 15 years of experience in education plus over 2 decades of financial services/planning industry experience. Mark earned a Ph.D. and an M.S. in Personal Financial Planning from Texas Tech University, and an M.S. in Finance and Economics and an M.B.A. from West Texas A&M University. Dr. Evers is also an active Certified Financial PlannerTM (CFP®) Practitioner and a Chartered Retirement Planning CounselorTM. Mark has taught numerous finance and business courses at both the collegiate and secondary education level. Recently, he was recognized with the exclusive FPA DFW 2024 Chairman’s Award and the 2024 UCAN Award for Outstanding Faculty Advisor at UNT. He has also received the 2023 Faculty Award for Exceptional Teaching, 2023 Faculty Award for Exceptional Service, and the 2023 People’s Award for Best Contributor by the G. Brint Ryan College of Business at UNT. Mark also earned the 2020 Instructor of the Year Award in the Personal Finance program at Texas Tech University.
Mark serves the University of North Texas as a Clinical Assistant Professor and Program Director for the Financial Planning program. Mark’s research interests include the influence of natural disasters on financial well-being, consumer behavior, and financial decision making. Mark has been featured in the Lubbock Avalanche Journal, MarketWatch, WalletHub, MoneyGeek.com, on WBAP 820AM/93.3FM – Your Money News, at the 2024 Academy of Financial Services Conference, the NAPFA Spring 2023 National Conference in San Diego, and in the Journal of Insurance Issues.
Mark serves the university on numerous committees, serves on the NAPFA South Region Board of Directors, and serves the community teaching pro-bono Financial Workshops at Gateway Church and other venues in North Texas. His hobbies include playing guitar, playing vintage video games, collecting old vinyl records, and watching sports (Go Cowboys, Rangers, Astros, Mean Green, Gig’em Aggies, and Wreck’em Tech).
Concurrent | |
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Market Value of Portfolio | Annual Advisory Fee |
$1 – $1,000,000 | 0.95 % |
$1,000,001 and $10,000,000 | 0.75 % |
$10,000,000 and above | negotiable |