A complete list of active advisors currently associated with Evensky & Katz/Foldes Wealth Management

Warmer can help you find a great advisor at Evensky & Katz/Foldes Wealth Management or one who fits your needs even better.

Evensky & Katz/Foldes Wealth Management serves individuals and institutions including high‑net‑worth clients, entrepreneurs, corporate executives, trusts, estates, charities and retirement plans. The firm offers comprehensive, fee‑only wealth management and financial planning services — including investment management, ERISA/401(k) and 403(b) fiduciary consulting, independent manager selection, and limited‑scope hourly consulting — and reported roughly $3.21 billion in assets under management for about 1,188 clients with a team of 22 advisors (as of 12/31/2025). The firm’s client work is planning‑driven: advisors develop Investment Policy Statements and financial plans (using MoneyGuidePro) and implement strategic asset allocation with an equity core of low‑cost index and ETF exposures plus satellite allocations. EKF emphasizes tax‑ and cost‑efficient management, discretionary monitoring and rebalancing, custody relationships with Schwab and Fidelity, and access to both broadly available funds and advisor‑only vehicles (including DFA funds); it may also use structured notes, interval funds or independent managers for suitable client objectives while generally keeping most assets in daily‑liquid vehicles. Noteworthy aspects relative to peers include its employee‑owned, fee‑only fiduciary structure and its institutional scale following the 2014 combination of the Evensky & Katz and Foldes practices, alongside an established investment committee and CIO. The firm also supports a sizable client base relative to its advisor headcount — serving over 1,100 clients through 22 advisors — and uses trade aggregation to obtain institutional share classes and to implement customized, occasionally less‑liquid allocations for portions of client portfolios.

To learn more about the advisors currently working at Evensky & Katz/Foldes Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.