Kaylyn Adams
Kaylyn Adams is a CFP-designated registered investment advisor at Evensky & Katz/foldes Wealth Management, based in Lubbock, TX, with 7 years of industry experience. Kaylyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 1,188 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 and account minimums are negotiable under special circumstances such as historical relationships, asset types, or anticipated future assets. Employee and family accounts may receive reduced or waived fees.
Fee Estimator
Location
3223 S loop 289, Suite 220, Lubbock, TX, 79423
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Evensky & Katz/foldes Wealth Management
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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