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They include 763 high-net-worth individuals, 402 individual clients, and 11 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Evensky & Katz offer?","answer":"Evensky & Katz provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Evensky & Katz charge?","answer":"Evensky & Katz charges 0.25%–1.25% a year for its Wealth Management. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.","source":"EVENSKY ADV PART 2A 09-2026, filed 6 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Evensky & Katz use?","answer":"Evensky & Katz’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $3.12B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Evensky & Katz have?","answer":"Evensky & Katz has 22 investment adviser representatives registered with state securities authorities, out of 44 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Evensky & Katz invest in?","answer":"At the end of its last fiscal year, Evensky & Katz’s separately managed accounts held 90% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities, 2% investment grade corporate bonds, 1% U.S. government and agency bonds, 1% state and local bonds, 1% sovereign bonds, 1% cash and equivalents and 1% other. The 1% other category is described as: The \"Other\" Category Includes Insurance Company General Account and Fixed Annuity Products, Interests in Private Credit Funds, and Certain Structured Or Securitized Debt Instruments Such As Mortgage-Backed Securities. These Investments Do Not Fall Within the Standard Form Adv Asset Classifications But Represent Fixed-Income Or Alternative Income-Oriented Investments.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Evensky & Katz have a minimum investment?","answer":"Yes, Evensky & Katz’s minimum account size for its Wealth Management is $1M.","source":"EVENSKY ADV PART 2A 09-2026, filed 6 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Evensky & Katz?","answer":"Evensky & Katz’s direct owners are Lane Jones, David Evensky, Matthew McGrath, Brett Horowitz, David Garcia, Taylor Gang and John Salter, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Evensky & Katz get paid?","answer":"Evensky & Katz is paid through a percentage of assets under management, hourly charges and fixed fees. 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