Firm
Fox Financial Services
White Plains, New York
Fee-only
Fox Financial Services at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 84 individual clients, 31 of them high net worth.
- Its average account is about $409,000 (assets it manages divided by its 271 accounts).
- It works with clients virtually as well as in person.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | White Plains, New York |
|---|---|
| Website | foxfinancialservices.com |
| Phone | (914) 761-1639 |
Fox Financial Services 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"The annual management fee is 1% per year for the first $5,000,000 managed and .75% per year for the balance." source
"The annual management fee is 1% per year for the first $5,000,000 managed and .75% per year for the balance." 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 |
|---|---|
| Assets managed | $111 million |
| Individual clients | 53 |
| High-net-worth clients | 31 |
| Accounts managed | 271 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-60571) |
| Financial planning | Offered |
| Form ADV filed | February 26, 2026 |
| SEC record | CRD 112506 |