Michael Dean Hoeflinger

CFP

Evensky & Katz/foldes Wealth Management

27 Years of Experience

2 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Evensky & Katz/foldes Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

1,184 clients

Average Client Portfolio

$2.6M average

Assets Under Management

$3.1B

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.25%
$500K - $2.0M	1.00%
$2.0M - $5.0M	0.75%
$5.0M - $10.0M	0.50%
$10M+	0.25%

Fees are negotiable under special circumstances.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL, 33146

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2025

Settled

Employment Separation After Allegations

February 1999

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Evensky & Katz/foldes Wealth Management

July 2014 - Present · 11 yrs 7 mos

Previous Registrations

Foldes Financial Management

March 2009 - December 2014 · 5 yrs 9 mos

Foldes Financial Management, INC.

September 2008 - December 2008 · 3 mos

Ingham Retirement Group

April 1998 - December 2014 · 16 yrs 8 mos

Ingham Group

April 1998 - December 2004 · 6 yrs 8 mos

State Registrations2 states

FLTX

Advisor

Exams

No exam information available for this advisor.