Firm
Cox Capital Management
Andover, Massachusetts
Fee-only
Facts
| Based in | Andover, Massachusetts |
|---|---|
| Website | coxcapitalmanagement.com |
| Phone | (978) 475-3325 |
Cox Capital Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $3,000 |
|---|---|
| How it charges | Flat fee · One-time plans or projects |
In the firm's words
"Young Professional Plan $3,000" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $361 million |
| Individual clients | 108 |
| Financial planning | Offered |
| Form ADV filed | September 24, 2026 |
| SEC record | CRD 117593 |