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 $2,741,464,020 in 4,812 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,741
    MILLION
  • Total Number of Accounts
    4,812
    ACCOUNTS
  • Average Account Value
    $569,714
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, CT, DC, 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 11 - 20 of 20 top financial advisors.
11
Lane M. Jones
CRD#: 3050482
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146

Lane Jones (CRD# 3050482) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 24 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.

12
Deana L. Kelly
CRD#: 2759030
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146

Deana Kelly (CRD# 2759030) 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. 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.

13
Matthew A. McGrath
CRD#: 2983504
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146

Matthew McGrath (CRD# 2983504) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 24 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.

14
Joshua D. Mungavin
CRD#: 5797091
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146

Joshua Mungavin (CRD# 5797091) 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. Joshua Mungavin 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.

15
John R. Salter
CRD#: 5470258
3223 S Loop 289, Suite 220, Lubbock, TX 79423

John Salter (CRD# 5470258) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Lubbock, TX and has 1 year of experience in the finance industry. John Salter 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.

16
Marcos A. Segrera
CRD#: 5896786
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146

Marcos Segrera (CRD# 5896786) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 10 years of experience in the finance industry. Marcos Segrera 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.

17
Katherine Sojo-Trujillo
CRD#: 6466117
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146

Katherine Sojo-Trujillo (CRD# 6466117) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 7 years of experience in the finance industry. Katherine Sojo-Trujillo 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.

18
Michael C. Walsh
CRD#: 6665130
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL 33146

Michael Walsh (CRD# 6665130) 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. Michael Walsh 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.

19
Kaylyn N. Adams
CRD#: 6663109
3223 S Loop 289, Suite 220, Lubbock, TX 79423

Kaylyn Adams (CRD# 6663109) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Lubbock, TX and has 1 year of experience in the finance industry. Kaylyn Adams 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.

20
Christopher M. Browning
CRD#: 4498421
1001 Main Street, Suite 400, Lubbock, TX 79401

Christopher Browning (CRD# 4498421) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Lubbock, TX and has 1 year of experience in the finance industry. Christopher Browning 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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