Evensky
Evensky, operating legally as Evensky & Katz/Foldes Wealth Management, is a fee-only fiduciary advisory firm with offices in Florida, Texas, and Washington.
- Highest 2026 tier: Tier III
- Independent Wealth Advisory Firms
- 1 ranking category
Overview
Evensky, operating legally as Evensky & Katz/Foldes Wealth Management, is a fee-only fiduciary advisory firm with offices in Florida, Texas, and Washington. It provides financial planning, portfolio management, tax strategy, retirement advice, and guidance to affluent clients.
The firm has a distinctive academic and professional heritage through the research, teaching, and publications of its founders. Its planning-led approach and long history provide credibility beyond organizational scale.
Evensky is included in 1 2026 ranking category. The highest recorded classification is Tier III. Ranking status is editorial evidence rather than a substitute for client diligence.
Firm facts
| Public identity | Evensky |
| Institution type | Independent Wealth Advisory Firms institution |
| Primary focus | Independent Wealth Advisory Firms |
| Official website | evensky.com |
| Highest 2026 ranking tier | Tier III |
Principal activities
Evensky fits Tier III because it is a durable independent RIA with a clear fiduciary model and influential planning tradition. Its more selective national footprint and moderate scale make specialist-tier classification appropriate.
Core capability
Independent Wealth Advisory Firms
Client relevance
Category-specific expertise, institutional credibility and the ability to serve demanding private or professional clients.
Execution and verification
Current mandate fit, leadership, geographic coverage, legal entities and regulated activities should be confirmed directly.
Sector and mandate coverage
Primary category
Independent Wealth Advisory Firms
Institutional context
Coverage reflects the organization’s role in the ranking categories listed below. The precise service, product, investment, jurisdictional and client scope should be verified for each engagement.
Market position
Evensky fits Tier III because it is a durable independent RIA with a clear fiduciary model and influential planning tradition. Its more selective national footprint and moderate scale make specialist-tier classification appropriate.
Evensky is assessed through public institutional information and Ranking News editorial research. Its strongest 2026 result is Tier III.
Competitive context
The relevant peer set varies by category, geography, client segment and mandate. Evensky should be compared on current category-specific capability, senior involvement, evidence of comparable work, operating resilience and any applicable regulatory permissions.
Comparable firms are shown for navigation and market context. Inclusion does not imply identical scale, ownership, geographic coverage, service model or regulatory status.
Leadership and governance
Leadership, ownership, governance and senior-team responsibilities may change. Current information should be verified through the official institutional source.
| Area | Current source |
|---|---|
| Leadership and governance | Current official information |
Corporate and public information
The public-facing organization is identified here as Evensky. Contracting entities, regulated affiliates, offices and legal permissions may differ by service and jurisdiction.
Corporate and disclosure information
| Organization | Evensky |
| Public source | https://evensky.com/ |
| Verification note | Confirm legal entity, licenses, offices and engagement terms directly before appointment. |
Rankings and recognition
Ranking inclusion and tier classification are editorial determinations. They should be read as category-specific assessments rather than universal league-table positions. The existence or maintenance of this Wiki profile does not influence ranking eligibility, tier or position.
Related Economy analysis
Selected reporting and market analysis from The Economy provides context for the institution’s operating environment:
- How Competition and Global Expansion Are Reshaping Private Wealth
- Private Banking vs Wealth Management: What the 2026 Rankings Show
- How Technology Becomes a Prerequisite for Survival, Not a Luxury
- Family Office Segmentation Is Rewriting the Wealth Industry’s Power Map
- Family Office Private Markets Are Becoming an Access Business
Related institutions and subjects
Sources and data transparency
The official website is the primary source for public identity and current capabilities. Ranking pages document 2026 category and tier status. Economy articles provide market context rather than firm-specific endorsement.
- Evensky — official website — current public description, services and institutional information.
- Wealth Ranking — Top 30 Independent Wealth Advisory Firms 2026 — 2026 inclusion and tier classification.
- The Economy — How Competition and Global Expansion Are Reshaping Private Wealth — market and sector context.
- The Economy — Private Banking vs Wealth Management: What the 2026 Rankings Show — market and sector context.
- The Economy — How Technology Becomes a Prerequisite for Survival, Not a Luxury — market and sector context.
