Evensky & Katz/Foldes Wealth Management

Who works here

• AR
  Alejandro Javier Ruiz
• AB
  Anne Elise Bednarz
• AC
  Asher Blake Carrell
• BH
  Brett David Horowitz
• DG
  David Lee Garcia
• DK
  Deana Lynn Kelly
• FL
  Flavio Guillermo Landivar
• JS
  John Ryan Salter
• JT
  Joseph M Tribuiani
• JM
  Joshua Daniel Mungavin
• KS
  Katherine Sojo-Trujillo
• KA
  Kaylyn Nicole Adams
• LJ
  Lane McMaster Jones
• MS
  Marcos Andres Segrera
• MC
  Marcus Carbajal
• MM
  Matthew A McGrath
• MW
  Michael Clark Walsh
• MH
  Michael Dean Hoeflinger
• MA
  Michael Richard Antczak
• RA
  Roxanne Louise Alexander
• SF
  Steven Michael Foldes
• TG
  Taylor Milton Gang

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

Evensky & Katz/Foldes Wealth Management

Legal name: Evensky & Katz, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

109698