# Matthew Fox

> Matthew Fox is a fee-only financial advisor at Ithaca Wealth in Memphis, Tennessee. Matthew charges a percentage of assets (0.85% a year on the first tier of assets managed and no asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Ithaca Wealth
- **Based in:** Memphis, Tennessee
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.85% a year on the first tier of assets managed; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $20.9M across 198 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6423839 (https://adviserinfo.sec.gov/individual/summary/6423839)
- **SEC registration:** Investment adviser representative in NY, TN
- **Exams passed:** Series 65 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.ithacawealth.com

## Frequently asked questions

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

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

### How does Matthew charge for financial advice?

Matthew charges a percentage of assets.

### How much does Matthew charge?

According to Ithaca Wealth's website, checked October 30, 2026: 0.85% a year on the first tier of assets managed; no asset minimum.

### Where is Matthew Fox based?

Matthew Fox is based in Memphis, Tennessee.

### What does Matthew specialize in?

Matthew's specialties include retirement planning, tax planning and estate & legacy planning. Matthew works with retirees and pre-retirees.

### Is Matthew Fox registered with the SEC?

Yes. Matthew Fox is registered as an investment adviser representative in NY and TN (CRD 6423839), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ithaca Wealth manage?

Ithaca Wealth reports $20.9M across 198 accounts in assets under management.

### How do I contact Matthew Fox?

Through Matthew's website, www.ithacawealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6423839): 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://ithacawealth.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.