Evensky & Katz / Foldes Financial Wealth Management is an independent fee-only registered investment advisory firm headquartered in Coral Gables, Florida. The firm serves retirees, pre-retirees, and high-net-worth families, providing evidence-based retirement distribution planning, fiduciary investment management, tax strategy, and estate preservation.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Evensky & Katz / Foldes Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-60104; fee-only fiduciary registered investment adviser with zero disciplinary disclosures.
Issuer: Certified Financial Planner Board of Standards
Notes: Advisors hold the Certified Financial Planner (CFP) credential and adhere to a strict fiduciary standard of care.
Factual details and direct answers about Evensky & Katz / Foldes Financial Wealth Management's services, licensing, and credentials.
Does Evensky & Katz operate as a fiduciary for retirement clients?
Yes, as an independent fee-only Registered Investment Adviser (RIA), the firm is legally held to a fiduciary standard, meaning it does not accept product commissions or third-party incentives.
What retirement income planning methodology does the firm utilize?
The firm utilizes a goals-based 'cash flow reserve' strategy designed by founder Harold Evensky to manage sequence-of-returns risk during retirement decumulation.
What credentials do the wealth advisors at the firm hold?
Advisory team members hold professional certifications including CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), and AIF (Accredited Investment Fiduciary) designations.
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