# Steven Fox-Middleton

> Steven Fox-Middleton is a fee-only financial advisor at SFM Financial Advisors in Vancouver, Washington, who holds the CFP credential. Steven charges a percentage of assets and focuses on retirement planning.

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

## Facts

- **Firm:** SFM Financial Advisors
- **Based in:** Vancouver, Washington
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $11M across 62 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6736734 (https://adviserinfo.sec.gov/individual/summary/6736734)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 65 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.sfmfa.com/

## Frequently asked questions

### Is Steven Fox-Middleton a fee-only financial advisor?

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

### How does Steven charge for financial advice?

Steven charges a percentage of assets.

### Where is Steven Fox-Middleton based?

Steven Fox-Middleton is based in Vancouver, Washington.

### What does Steven specialize in?

Steven's specialties include retirement planning. Steven works with retirees and pre-retirees.

### What credentials does Steven Fox-Middleton hold?

Steven Fox-Middleton holds the CFP credential.

### Is Steven Fox-Middleton registered with the SEC?

Yes. Steven Fox-Middleton is registered as an investment adviser representative in WA (CRD 6736734), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does SFM Financial Advisors manage?

SFM Financial Advisors reports $11M across 62 accounts in assets under management.

### How do I contact Steven Fox-Middleton?

Through Steven's website, www.sfmfa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6736734): 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://sfmfa.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.