Joseph Tribuiani
Advisor at Evensky & Katz/Foldes Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Evensky & Katz/Foldes Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Coral Gables, FL 33146
Credentials
CFP®, Series 66
Industry experience
3 years
Joseph Tribuiani is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Evensky & Katz/Foldes Wealth Management with three years of industry experience. His prior roles include positions at Raymond James & Associates, Tribuiani Asset Management, and Wells Fargo Advisors Financial Network. Evensky & Katz/Foldes Wealth Management is a fee-only wealth management firm serving individuals, trustees, retirement plans, charities, and small businesses. The firm employs a client-focused wealth-management approach centered on documented goals, combining strategic asset allocation with a core-and-satellite equity framework that utilizes low-cost index funds and ETFs alongside specialty allocations and alternative investments where appropriate.
Based on Evensky & Katz/Foldes Wealth Management
Based on Evensky & Katz/Foldes Wealth Management
Initial engagement fee for Wealth Management services: $2,000 upon agreement execution and $2,000 upon delivery of Investment Policy Statement, credited against future billings.
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Hourly planning engagement rates range from $200 to $600 per hour
Account minimum: $1,000,000 Minimum fee: Minimum Retirement Plan fee is $4,000 annually; Minimum annual consulting fee is $20,000 Fee-only: Fee-only fiduciary advisory services; no commissions or commissions accepted.
4000 Ponce De Leon Boulevard, Suite 850
Coral Gables, FL 33146
Florida · Texas · Washington
Evensky & Katz / Foldes Wealth Management
2025 - Present (1 year)
Raymond James & Associates
2022 - 2025 (3 years)
Tribuiani Asset Management
2022 - 2022 (1 year)
Wells Fargo Advisors
2021 - 2022 (1 year)
Boston College
2017 - 2021 (4 years)
Seacrest Country Day School
2010 - 2017 (7 years)
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