Taylor
Gang

Evensky & Katz/Foldes Wealth Management

CRD#4902806
Investment Advisor
in Miami, FL

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About this Advisor

Taylor Gang is a financial advisor based in Miami, Florida, working with Evensky & Katz/Foldes Wealth Management. Taylor has previously held positions at Evensky & Katz LLC and Evensky & Katz/Foldes Financial. Taylor has passed the Series 65 regulatory exam and is registered to provide services in California, Florida, Louisiana, and Massachusetts. Currently, Taylor is part of Evensky & Katz/Foldes Wealth Management, which operates out of Miami, Florida. The firm has 2 offices and 38 employees. The firm manages assets totaling $2.9 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Evensky & Katz/Foldes Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4000 Ponce De Leon Boulevard Suite 850
Miami, FL 33146

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Evensky & Katz/Foldes Wealth Management Brokerage Details

Total Assets Under Management

$2,895,866,943

FL Average: $1,855,561,029
Total Number of Employees

38

FL Average: 62
Total Number of Accounts

5,384

FL Average: 2,474
Average Account Size

$537,865

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Taylor Gang Work History

2014 - Present (10 years)

Evensky & Katz/Foldes Financial

2007 - 2014 (7 years)

Evensky & Katz LLC

Disclosures

Please visit the SEC profile of Taylor Gang to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Evensky & Katz/Foldes Wealth Management

Flavio Landivar
Miami, FL
Anne Bednarz
Miami, FL
Kaylyn Adams
Lubbock, TX
Michael Walsh
Miami, FL
Christopher Browning
Lubbock, TX
Roxanne Alexander
Miami, FL
Michael Antczak
Miami, FL
Marcos Segrera
Miami, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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