Evensky & Katz/foldes Financial Wealth Management

Evensky & Katz/foldes Financial Wealth Management (CRD# 109698) is a financial advisory firm headquartered in Coral Gables, FL. They manage $2,096,140,312 in 4,399 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,096
    MILLION
  • Total Number of Accounts
    4,399
    ACCOUNTS
  • Average Account Value
    $476,504
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, GA, IL, LA, MA, MD, MI, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA

Financial Advisors at Evensky & Katz/foldes Financial Wealth Management
Showing 1 - 10 of 23 top financial advisors.
1
Roxanne L. Alexander
CRD#: 4784719
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146

Roxanne Alexander (CRD# 4784719) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 16 years of experience in the finance industry. Roxanne Alexander has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Anne E. Bednarz
CRD#: 6382206
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146

Anne Bednarz (CRD# 6382206) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has 1 year of experience in the finance industry. Anne Bednarz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Aldo N. Castaneda
CRD#: 6804147
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146

Aldo Castaneda (CRD# 6804147) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has 1 year of experience in the finance industry. Aldo Castaneda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Harold R. Evensky
CRD#: 1146318
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146

Harold Evensky (CRD# 1146318) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 38 years of experience in the finance industry. Harold Evensky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Danqin Fang
CRD#: 6663145
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146

Danqin Fang (CRD# 6663145) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has 1 year of experience in the finance industry. Danqin Fang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Brian P. Fischer
CRD#: 5287428
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146

Brian Fischer (CRD# 5287428) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 6 years of experience in the finance industry. Brian Fischer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Steven M. Foldes
CRD#: 2257102
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146

Steven Foldes (CRD# 2257102) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 25 years of experience in the finance industry. Steven Foldes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Taylor M. Gang
CRD#: 4902806
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146

Taylor Gang (CRD# 4902806) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 13 years of experience in the finance industry. Taylor Gang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
David L. Garcia
CRD#: 5582876
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146

David Garcia (CRD# 5582876) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 12 years of experience in the finance industry. David Garcia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Michael D. Hoeflinger
CRD#: 2466146
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146

Michael Hoeflinger (CRD# 2466146) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 26 years of experience in the finance industry. Michael Hoeflinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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