Matthew Fox
Ithaca Wealth · Memphis, Tennessee
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $20.9M across 198 accounts |
| SEC registration | Investment adviser representative in NY, TN · CRD 6423839 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.ithacawealth.com |
| Profile |
How Matthew's firm compares
- Ithaca Wealth's average account is about $106,000, from its Form ADV (assets managed divided by 198 accounts).
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Questions about Matthew
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.
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
- Ithaca Wealth 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.
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