Lucas Charles Fox

Advisor at Edward Jones — Sugarcreek, OH

Updated today

Credentials

Series 66

Experience

15 years

Location

Sugarcreek, OH 44681

Edward Jones logo

Edward Jones

Institution

Total advisors

24,228

Across 14,129 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Lucas Fox is a financial advisor at Edward Jones with 15 years of industry experience and holds the Series 66 designation. His prior work includes roles at Everence Trust Company, ProEquities, Inc., The Huntington Investment Company, and a previous tenure at Edward Jones. Outside of his advisory work, he serves as an ordained minister involved in preaching and community visits, including jail outreach. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Business ownership considerations Retirement income strategy

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Sugarcreek, OH

233 Factory St NE Suite D

Sugarcreek OH 44681

Advisors at this office

1

Most active in

Ohio · Texas

Work history

15 years of industry experience

Edward Jones

2019 - Present • 7 years

St.Louis, MO

Unemployed

2018 - 2019 • 1 year

Goshen, IN

Everence Trust Company

2017 - 2018 • 1 year

Goshen, IN

ProEquities, Inc.

2017 - 2018 • 1 year

Kidron, OH

DBA - Everence Financial Advisors

2017 - 2018 • 1 year

Berne, IN

The huntington Investment company

2012 - 2017 • 5 years

Columbus, OH

Edward Jones

2010 - 2010 • 1 year

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Lewis H

Series 65

Dover, OH

Hindman Financial, LLC

Lewis Hindman Jr. is a financial advisor at Hindman Financial, LLC with over one year of industry experience. He holds a Series 65 license and has been a public high school teacher in Dover, Ohio since 2006. In addition to his advisory role, he provides tax preparation services. Hindman Financial offers financial planning, individual-topic consulting, and public seminars focused on basic investing, budgeting, and debt reduction. The firm delivers fee-based written plans and educational sessions without managing client investment accounts or charging asset-based fees.

General retirement planning Income planning General tax planning General estate planning guidance Cash flow / budgeting
user avatar

David S

Series 66

Berlin, OH

Hummel Wealth Management, LLC

David Schlabach is a financial advisor with Hummel Wealth Management, LLC, holding a Series 66 designation and 38 years of industry experience. He has been with Hummel Wealth Management since 2007 and also maintains long-term associations with The O.N. Investment Management Co. and THE O.N. Equity Sales Company. Outside of his advisory work, he owns a retail business selling folk art and crafts. Hummel Wealth Management provides non-discretionary pension consulting primarily to employee benefit plans and their fiduciaries, offering services such as fund selection analysis, investment performance monitoring, and participant education. The firm also serves trusts, charitable organizations, and business entities, focusing on tailored consulting engagements rather than ongoing discretionary portfolio management for individual retail clients.

Retired
user avatar

Nicholas S

Series 66

Berlin, OH

Hummel Wealth Management, LLC

Nicholas Sparr is a financial advisor at Hummel Wealth Management, LLC with one year of industry experience. He holds a Series 66 designation and has held roles at ON Investment Management Co., The O.N. Equity Sales Company, and The Hummel Group. Prior to his financial advisory career, he worked in various roles related to athletics and community organizations. Hummel Wealth Management is a state-registered investment adviser that primarily provides non-discretionary pension consulting to employee benefit plans and their fiduciaries, offering plan-level advice such as fund selection analysis, investment performance monitoring, and participant education. The firm also serves trusts, charitable organizations, corporations, and other business entities, focusing on consulting rather than ongoing discretionary portfolio management for individual retail clients.

Retired
user avatar

Karl S

CFP®, Series 63

Berlin, OH

Hummel Wealth Management, LLC

Karl Schlabach is a CFP® with 28 years of industry experience, currently serving at Hummel Wealth Management, LLC since 2007. He has also been associated with The O.N. Equity Sales Company and Hummel Insurance Agency Inc. for over two decades. Hummel Wealth Management primarily provides non-discretionary pension consulting services to employee benefit plans and their fiduciaries, focusing on fund selection analysis, investment performance monitoring, and participant education rather than ongoing discretionary portfolio management for individuals.

Retired
user avatar

Jordan L

Series 66

Berlin, OH

Hummel Wealth Management, LLC

Jordan Luhring is an investment adviser representative at Hummel Wealth Management, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial and The University of Akron. Luhring is also involved with Hummel Group, providing life and disability insurance services. Hummel Wealth Management primarily offers non-discretionary pension consulting to employee benefit plans and their fiduciaries, focusing on fund selection analysis, investment performance monitoring, and participant education. The firm serves trusts, charitable organizations, corporations, and other business entities without providing ongoing discretionary portfolio management for individual retail clients.

Retired
user avatar

Peyton G

Series 63, Series 66

Berlin, OH

Hummel Wealth Management, LLC

Peyton Gentry is an advisor at Hummel Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at ON Investment Management Co. and The O.N. Equity Sales Company since 2018. Gentry also has experience in insurance sales, offering life insurance to clients within his organization. Hummel Wealth Management primarily provides non-discretionary pension consulting to employee benefit plans and their fiduciaries, focusing on fund selection analysis, investment performance monitoring, and participant education. The firm serves trusts, charitable organizations, corporations, and other business entities, tailoring consulting engagements to plan sponsor objectives.

Retired
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