Daniel Fox
Endowment Wealth Management · Appleton, Wisconsin
Daniel Fox is a fee-only financial advisor at Endowment Wealth Management in Appleton, Wisconsin. Endowment Wealth Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Endowment Wealth Management |
|---|---|
| Based in | Appleton, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $609.2M across 3,057 accounts |
| SEC registration | Investment adviser representative in WI · CRD 4524190 |
| Exams passed | Series 65 (2014) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.napfa.org/firm/45553/29443 |
How Daniel's firm compares
- Endowment Wealth Management's average account is about $199,000, from its Form ADV (assets managed divided by 3,057 accounts).
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Questions about Daniel
Is Daniel Fox a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Endowment Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Endowment Wealth Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Daniel Fox based?
Daniel Fox is based in Appleton, Wisconsin.
Is Daniel Fox registered with the SEC?
Yes. Daniel Fox is registered as an investment adviser representative in WI (CRD 4524190), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Endowment Wealth Management manage?
Endowment Wealth Management reports $609.2M across 3,057 accounts in assets under management.
How do I contact Daniel Fox?
Through Daniel's website, www.napfa.org/firm/45553/29443.
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
- 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.
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