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 $1,461,196,595 in 5,174 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,461
    MILLION
  • Total Number of Accounts
    5,174
    ACCOUNTS
  • Average Account Value
    $282,411
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, MN, 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 16 top financial advisors.
1
Roxanne L. Alexander
CRD#: 4784719
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146
96
Wealthminder
score

Roxanne Alexander (CRD# 4784719) 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. 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
Harold R. Evensky
CRD#: 1146318
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146
96
Wealthminder
score

Harold Evensky (CRD# 1146318) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 35 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.

3
Steven M. Foldes
CRD#: 2257102
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146
96
Wealthminder
score

Steven Foldes (CRD# 2257102) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 22 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.

4
David L. Garcia
CRD#: 5582876
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146
96
Wealthminder
score

David Garcia (CRD# 5582876) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 9 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.

5
Lane M. Jones
CRD#: 3050482
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146
96
Wealthminder
score

Lane Jones (CRD# 3050482) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 19 years of experience in the finance industry. Lane Jones 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
Deena B. Katz
CRD#: 1631684
1001 Main Street, Suite 400, Lubbock, TX 79401
96
Wealthminder
score

Deena Katz (CRD# 1631684) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Lubbock, TX and has over 30 years of experience in the finance industry. Deena Katz 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
Deana L. Kelly
CRD#: 2759030
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146
96
Wealthminder
score

Deana Kelly (CRD# 2759030) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 21 years of experience in the finance industry. Deana Kelly 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
Matthew A. McGrath
CRD#: 2983504
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146
96
Wealthminder
score

Matthew McGrath (CRD# 2983504) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 19 years of experience in the finance industry. Matthew McGrath 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
Anne E. Bednarz
CRD#: 6382206
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146
90
Wealthminder
score

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.

10
Brett D. Horowitz
CRD#: 4720365
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146
90
Wealthminder
score

Brett Horowitz (CRD# 4720365) 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. Brett Horowitz 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.