Steven Fox-Middleton
SFM Financial Advisors · Vancouver, Washington
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | SFM Financial Advisors |
|---|---|
| Based in | Vancouver, Washington |
| Fee model | Percentage of assets |
| Assets under management | $11M across 62 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 6736734 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.sfmfa.com |
How Steven's firm compares
- SFM Financial Advisors's average account is about $177,000, from its Form ADV (assets managed divided by 62 accounts).
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Questions about Steven
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.
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
- SFM Financial Advisors 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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