Firm
Fox Hill Wealth Management
Dedham, Massachusetts
Fee-only
Fox Hill Wealth Management at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 6 advisors are listed here; 2 of 6 hold the CFP.
- Its Form ADV reports 8 employees and 405 individual clients, 79 of them high net worth.
- Its average account is about $233,000 (assets it manages divided by its 1,244 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Dedham, Massachusetts |
|---|---|
| Website | foxhillwealth.com |
| [email protected] | |
| Phone | (781) 613-2600 |
Fox Hill Wealth 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.
| Account minimum | None |
|---|---|
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"No, we do not require a minimum investment amount." source
"We make our money on a low percentage of our total assets under management." source
"Yes, we offer one-off financial plans along with estate planning services." 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 · Fixed fees |
|---|---|
| Assets managed | $290 million |
| Individual clients | 326 |
| High-net-worth clients | 79 |
| Accounts managed | 1,244 |
| Employees | 8 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-127922) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 321881 |