Evensky & Katz/Foldes Wealth Management
Coral Gables, FL·SEC-registered · CRD #109698
Evensky & Katz/Foldes Wealth Management is an SEC-registered investment advisory firm in Coral Gables, FL managing $3.2B across 5.8k client accounts, with 4 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.2B
Client accounts
5.8k
Advisory staff
4
Fee model
Fee-based
How Evensky & Katz/Foldes Wealth Management is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Evensky & Katz/Foldes Wealth Management
How much does Evensky & Katz/Foldes Wealth Management manage?
Per its most recent SEC Form ADV filing (03/19/2026), Evensky & Katz/Foldes Wealth Management reports $3.2B in regulatory assets under management across roughly 5.8k client accounts.
How does Evensky & Katz/Foldes Wealth Management charge?
Evensky & Katz/Foldes Wealth Management is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Evensky & Katz/Foldes Wealth Management a fiduciary?
Yes. Evensky & Katz/Foldes Wealth Management is registered with the U.S. Securities and Exchange Commission (CRD #109698), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Evensky & Katz/Foldes Wealth Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Evensky & Katz/Foldes Wealth Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Coral Gables, FL
Profile compiled from Evensky & Katz/Foldes Wealth Management's public SEC Form ADV filing (CRD #109698, filed 03/19/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Evensky & Katz/Foldes Wealth Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Evensky & Katz/Foldes Wealth Management? Claim this profile.