Alejandro Javier Ruiz
Investment adviser representative at Evensky & Katz/foldes Wealth Management
10 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
10 years in the industry.
- Evensky & Katz /foldes Wealth ManagementNov 2021 to now
- Equitable Advisors, LLCJan 2021 to Nov 2021
- Gibson Bethel Community CenterMay 2017 to May 2020
- University of MiamiJun 2016 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7323178
- Firm CRD
- 109698