Andrew Fox
Fox Financial Services · White Plains, New York
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.
Request an introduction to Andrew →
Specialties
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 |
| Assets under management | $110.9M across 271 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, NY, TX · CRD 4444228 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.foxfinancialservices.com |
| Profile |
How Andrew's firm compares
- Fox Financial Services's average account is about $409,000, from its Form ADV (assets managed divided by 271 accounts).
Request an introduction to Andrew
Tell Andrew a little about what you're looking for. Andrew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Andrew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Fox Financial Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.