Kaylyn Nicole Adams
Investment adviser representative at Evensky & Katz/foldes Wealth Management
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Evensky & Katz/foldes Wealth ManagementAug 2019 to now
- Evensky & Katz/foldes Financial Wealth ManagementJan 2018 to now
- Evensky & Katz/foldes Financial Wealth ManagementMay 2017 to Dec 2017
- Texas Tech UniversityAug 2013 to Dec 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Evensky & Katz/foldes Wealth Management
Legal name: Evensky & Katz, LLC
$3.2BAssets managed
1,188Clients
22Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6663109
- Firm CRD
- 109698