Lucas Charles Fox

Advisor at Edward Jones — Sugarcreek, OH

Updated today

Credentials

Series 66

Experience

14 years

Location

Sugarcreek, OH 44681

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Lucas Fox is a financial advisor with Edward Jones in Sugarcreek, OH, holding a Series 66 designation and 14 years of industry experience. Prior to joining Edward Jones in 2019, he worked at firms including Everence Trust Company, ProEquities, Inc., and The Huntington Investment Company. Outside of his advisory role, Fox is an ordained minister who preaches and visits people, including conducting jail visits. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

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

14 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

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 an investment adviser with Hummel Wealth Management, LLC in Berlin, Ohio, holding a Series 66 designation and over 38 years of industry experience. He has been with Hummel Wealth Management since 2007 and maintains long-term affiliations with The O.N. Investment Management Co. and THE O.N. Equity Sales Company. Outside of advisory work, he owns a retail business selling folk art and crafts and serves on the board of a community bank. Hummel Wealth Management primarily provides non-discretionary pension consulting to employee benefit plans and their fiduciaries, focusing on plan-level advice such as fund selection, performance monitoring, and participant education. The firm also serves trusts, charitable organizations, and business entities, typically employing mutual funds and long-term purchase strategies without offering 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 a Series 66 designation and one year of industry experience. His prior roles include positions at ON Investment Management Co., The O.N. Equity Sales Company, and The Hummel Group. Before entering the financial services industry, he held various roles at Ashland University and other local organizations. Hummel Wealth Management primarily provides non-discretionary pension consulting 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, corporations, and other business entities, focusing on plan-level advice 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® designated financial advisor with Hummel Wealth Management, LLC, bringing 28 years of industry experience. He has worked at Hummel Wealth Management since 2007 and has been affiliated 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 fiduciaries, offering plan-level advice including fund selection analysis, investment performance monitoring, and participant education. The firm also serves trusts, charitable organizations, corporations, and other business entities, focusing on tailored consulting engagements rather than ongoing discretionary portfolio management for individual retail clients.

Retired
user avatar

Jordan L

Series 66

Berlin, OH

Hummel Wealth Management, LLC

Jordan Luhring is a financial advisor with Hummel Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Ameriprise Financial and The O.N. Equity Sales Company. Outside of his advisory work, he is involved with the Hummel Group as an account executive and agent specializing in life and disability insurance. 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. The firm also serves trusts, charitable organizations, and business entities, emphasizing plan-level advice rather than individual discretionary portfolio management.

Retired
user avatar

Peyton G

Series 66, Series 63

Berlin, OH

Hummel Wealth Management, LLC

Peyton Gentry is a financial advisor with Hummel Wealth Management, LLC, holding Series 66 and Series 63 licenses and bringing seven years of industry experience. He has worked at ON Investment Management Co. since 2019 and The O.N. Equity Sales Company and Hummel Wealth Management since 2018. Outside of advisory services, he is involved in life insurance sales within his organization. Hummel Wealth Management primarily provides non-discretionary pension consulting to employee benefit plans and their fiduciaries, focusing on 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 without offering ongoing discretionary portfolio management for individual retail clients.

Retired
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