# Charles Fox

> Charles Fox is a fee-only financial advisor at Avenue Retirement Services in Frisco, Texas. Charles charges a percentage of assets (a $25,000 asset minimum).

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

## Facts

- **Firm:** Avenue Retirement Services
- **Based in:** Frisco, Texas
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $25,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $27.5M across 213 accounts
- **CRD:** 4229030 (https://adviserinfo.sec.gov/individual/summary/4229030)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2001), Series 65 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.avenueretirement.com/

## Frequently asked questions

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

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

### How does Charles charge for financial advice?

Charles charges a percentage of assets.

### How much does Charles charge?

According to Avenue Retirement Services's website, checked October 30, 2026: a $25,000 asset minimum.

### Where is Charles Fox based?

Charles Fox is based in Frisco, Texas.

### Is Charles Fox registered with the SEC?

Yes. Charles Fox is registered as an investment adviser representative in TX (CRD 4229030), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Avenue Retirement Services manage?

Avenue Retirement Services reports $27.5M across 213 accounts in assets under management.

### How do I contact Charles Fox?

Through Charles's website, www.avenueretirement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4229030): 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.avenueretirement.com/): specialties, clients served, and fees, checked October 30, 2026

---

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