Evensky & KATZ Wealth Management

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

563

Total plan assets

$17.5M

Filings (rows)

Direct comp

$103K

Indirect comp

Showing only "EVENSKY & KATZ WEALTH MANAGEMENT"

View all 3 variants aggregated →

EVENSKY & KATZ WEALTH MANAGEMENT3 EVENSKY & KATZ/FOLDES2 EVENSKY & KATZ1

SERVICES PROVIDED

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Altira, Inc. Altira, Inc. Profit Sharing Plan · all filings	MIAMI, FL	Other service providers	183	$6.3M	$35K	$0
Altira, Inc. Altira, Inc. Profit Sharing Plan · all filings	MIAMI, FL	Other service providers	185	$5.9M	$33K	$0
Altira, Inc. Altira, Inc. Profit Sharing Plan · all filings	MIAMI, FL	Other service providers	195	$5.4M	$35K	$0