William Cox
Cox Capital Management · Andover, Massachusetts
William Cox is a fee-only financial advisor at Cox Capital Management in Andover, Massachusetts. William charges a flat fee or retainer and a one-time planning fee (one-time plans from $3,000) and focuses on tax planning, estate & legacy planning and retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- Early-career professionals
Facts
| Firm | Cox Capital Management |
|---|---|
| Based in | Andover, Massachusetts |
| Fee model | Flat fee or retainer · One-time planning fee |
| Fees (firm's website) | One-time plans from $3,000 |
| Assets under management | $361.0M across 579 accounts |
| SEC registration | Investment adviser representative in MA, ME, NH, TX · CRD 1251735 |
| Exams passed | Series 63 (1984) · Series 65 (1997) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.coxcapitalmanagement.com |
| Profile |
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Questions about William
Is William Cox a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Cox Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William charges a flat fee or retainer and a one-time planning fee.
How much does William charge?
According to Cox Capital Management's website, checked October 30, 2026: one-time plans from $3,000.
Where is William Cox based?
William Cox is based in Andover, Massachusetts.
What does William specialize in?
William's specialties include tax planning, estate & legacy planning, retirement planning and family wealth transfer. William works with retirees, pre-retirees, founders and early-career professionals.
Is William Cox registered with the SEC?
Yes. William Cox is registered as an investment adviser representative in MA, ME, NH and TX (CRD 1251735), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cox Capital Management manage?
Cox Capital Management reports $361.0M across 579 accounts in assets under management.
How do I contact William Cox?
Through William's website, www.coxcapitalmanagement.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
- Cox Capital Management 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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