Charles Fox
Avenue Retirement Services · Frisco, Texas
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).
Request an introduction to Charles →
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 |
| Assets under management | $27.5M across 213 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4229030 |
| Exams passed | Series 63 (2001) · Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.avenueretirement.com |
| Profile |
How Charles's firm compares
- Avenue Retirement Services's average account is about $129,000, from its Form ADV (assets managed divided by 213 accounts).
Request an introduction to Charles
Tell Charles a little about what you're looking for. Charles 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 Charles
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Frisco
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
- Avenue Retirement 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.