# Andrew Fox

> Andrew Fox is a fee-only financial advisor at Fox Financial Services in White Plains, New York, who holds the CFP credential. Andrew charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning, equity compensation and pension planning.

Page: https://find.wellspent.co/advisors/andrew-fox/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Fox Financial Services
- **Based in:** White Plains, New York
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $110.9M across 271 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Equity compensation, Pension planning
- **CRD:** 4444228 (https://adviserinfo.sec.gov/individual/summary/4444228)
- **SEC registration:** Investment adviser representative in CT, NY, TX
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.foxfinancialservices.com

## Frequently asked questions

### Is Andrew Fox a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Fox Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Andrew charge for financial advice?

Andrew charges a percentage of assets.

### How much does Andrew charge?

According to Fox Financial Services's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Does Andrew work with clients virtually?

Yes. Fox Financial Services says on its website that it works with clients remotely.

### Where is Andrew Fox based?

Andrew Fox is based in White Plains, New York.

### What does Andrew specialize in?

Andrew's specialties include retirement planning, equity compensation and pension planning.

### What credentials does Andrew Fox hold?

Andrew Fox holds the CFP credential.

### Is Andrew Fox registered with the SEC?

Yes. Andrew Fox is registered as an investment adviser representative in CT, NY and TX (CRD 4444228), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fox Financial Services manage?

Fox Financial Services reports $110.9M across 271 accounts in assets under management.

### How do I contact Andrew Fox?

Through Andrew's website, www.foxfinancialservices.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4444228): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.foxfinancialservices.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.