Vox Financial Planning at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 6 individual clients.
- Its average account is about $41,000 (assets it manages divided by its 11 accounts).
Facts
| Based in | Oklahoma City, Oklahoma |
|---|---|
| [email protected] | |
| Phone | (405) 585-7393 |
Questions about Vox Financial Planning
How is Vox Financial Planning paid?
Vox Financial Planning's Form ADV says it is paid by: fixed fees.
How many advisors does Vox Financial Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Vox Financial Planning.
What is the average account at Vox Financial Planning?
Vox Financial Planning's average account is about $41,000. That's the assets on its Form ADV divided by its 11 accounts.
Vox Financial Planning fees
Vox Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Fixed fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 6 |
| Accounts managed | 11 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 313203 |