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Evensky & Katz / Foldes Wealth Management

TL;DR

Employee-owned Coral Gables firm formed from Evensky & Katz (founded 1985) and Foldes Financial Management (founded 1996), offering fee-only financial planning and investment management to high-net-worth individuals.

Coral Gables, FL
Registered 2001
44 employees
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$3.2 billion
Regulatory AUM
As of ADV filing 2026-10-06
5,801
Accounts / Clients
1,165 clients
4
Disclosures
Item 11 events
SEC
Registration
SEC-registered
44
Team Size
employees, 4 advisory
25 yrs
Years Registered
First registered 2001
About Evensky & Katz / Foldes Wealth Management

Employee-owned Coral Gables firm formed from Evensky & Katz (founded 1985) and Foldes Financial Management (founded 1996), offering fee-only financial planning and investment management to high-net-worth individuals.

Office: 4000 Ponce de Leon Boulevard, Suite 850, Coral Gables, FL.

Best for: Families with $1M or more who want a fee-only CFP-led planning team

Fee model and designations stated on the guide
Fee-onlyPlanning designations named
Form ADV data
CRD109698
RegistrationSEC-registered
First registration2001
Regulatory AUM$3.2 billion
ADV filing date2026-10-06
Accounts5,801
Clients1,165 individual and high-net-worth clients
Employees44
Advisory employees4
Fee modelFee-only per ADV 2A; no commissions or finder's fees accepted
Minimum$1,000,000 for Wealth Management Services, negotiable in special circumstances (ADV 2A)
Disclosure events (Item 11)Item 11 flags set on Part 1 but Item 9 of the brochure reports no disciplinary events
DesignationsCFP, CFA, CPA and CRPC named in ADV 2A

Source: SEC Investment Adviser Public Disclosure, CRD 109698, as of ADV filing 2026-10-06, pulled October 11, 2026.

Ranked on ProCloser
Advisers, reviews and AI visibility
Advisory representatives22 (SEC IAPD)
Average years in the industry14.7
Representatives with a disclosure3 of 22 (14%)
FINRA-registered representatives0 of 22
High-net-worth share of individual clients65% (ADV 5.D)
Regulatory AUM per advisory rep$802 million
Compensation methodsasset-based, fixed, hourly (no commissions or performance fees) (ADV 5.E)
Google Business Profile5 (1 review)

Sources: SEC IAPD individual records; Form ADV Part 1 filed 03/19/2026; Google Business Profile via DataForSEO checked 2026-10-11. Updated 2026-10-11.

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