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Financial ADVSR advisor directory · SEC adviser records

Evensky & Katz/Foldes Wealth Management financial advisors

Every SEC-registered investment adviser representative at Evensky & Katz/Foldes Wealth Management, by the state and city of the office they work from.

20 registered advisors work at Evensky & Katz/Foldes Wealth Management, in 2 states and 2 cities; the most are in Coral Gables, FL (19). 20 list the CFP designation and 0 are also registered broker representatives.

Search every Evensky & Katz/Foldes Wealth Management advisor by name →Who joined and left Evensky & Katz/Foldes Wealth Management →Evensky & Katz/Foldes Wealth Management: assets, clients and custodians →

Cities with the most Evensky & Katz/Foldes Wealth Management advisors

Coral Gables, FL 19Lubbock, TX 1

Evensky & Katz/Foldes Wealth Management advisors by state

Evensky & Katz/Foldes Wealth Management in Florida 19

Coral Gables 19

Evensky & Katz/Foldes Wealth Management in Texas 1

Lubbock 1

Questions

How many financial advisors does Evensky & Katz/Foldes Wealth Management have?

20 investment adviser representatives are registered with Evensky & Katz/Foldes Wealth Management, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 20 list the CFP designation and 0 are also registered as broker representatives.

Where does Evensky & Katz/Foldes Wealth Management have the most advisors?

Coral Gables, FL, with 19 registered advisors, then Lubbock, TX (1). By state, Florida has the most, with 19.

How do I find a Evensky & Katz/Foldes Wealth Management financial advisor near me?

Pick your state below, then your city, to see every Evensky & Katz/Foldes Wealth Management advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Evensky & Katz/Foldes Wealth Management offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →