Cox Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$19,347,818
Clients
96
Advisors
2
across 2 offices
About
Cox Advisors serves individual and high‑net‑worth clients with discretionary investment management, financial planning, and qualified‑plan consulting. The firm also conducts educational seminars, sponsors a wrap‑fee program, and advises on privately offered securities and pooled investment vehicles for clients who meet suitability requirements.
Investment programs are implemented under written client objectives and, where authorized, discretionary limited power of attorney, with portfolio decisions informed by fundamental, technical, and cyclical analysis and periodic account reviews. When recommending privately offered investments, the firm documents due diligence — reviewing offering materials, audits, and manager information, conducting interviews or site visits, and providing ongoing monitoring and annual investor meetings.
The firm’s ownership maintains outside businesses as licensed real estate agents, insurance producers, and private‑fund managers and discloses that these affiliations may result in fee or commission income, which the firm treats as potential conflicts of interest. It is relatively uncommon among similar firms to both manage pooled vehicles/private funds with performance‑based compensation and operate affiliated real estate and insurance activities while also offering public educational workshops.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning fees ranging from $295 to $2,995 based on plan complexity
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.25% $1,000,001+: 1.25%
$150 per hour for financial planning and qualified plan consulting services
Performance-based fees only for private placement funds at up to 2% annually; profit sharing of 15%-25% for manager and 50%-85% for preferred members subject to preferred returns
Fee-only: Hourly fees at $150/hour for financial planning and qualified plan consulting; Fixed fees ranging from $295 to $2,995 for financial planning
Main office
See office1245 N. Hobson St
Gilbert AZ 85225
Advisors at this office
1
Offices (2)
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Forms ADV
Advisors at this firm
Jennifer L
Series 65
Chandler, AZ
Cox Advisors, LLC
Jennifer Lamb is a financial advisor at Cox Advisors, LLC in Chandler, AZ, holding a Series 65 designation with nine years of industry experience. She has worked at Cox Advisors since 2015. Cox Advisors serves individual and high-net-worth clients with discretionary investment management, financial planning, and qualified-plan consulting. The firm employs fundamental, technical, and cyclical analysis in its portfolio management and also advises on privately offered securities and pooled investment vehicles, combining ongoing due diligence and client education in its approach.
Paul C
Series 65
Gilbert, AZ
Cox Advisors, LLC
Paul Cox is a financial advisor at Cox Advisors, LLC in Gilbert, Arizona, holding a Series 65 designation with 13 years of industry experience. He has been involved with Cox Advisors and related entities since 2009 and also works as a licensed real estate salesperson through Peak Commercial Consultants, LLC. Cox Advisors serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and qualified-plan consulting. The firm offers educational seminars, a wrap-fee program, and advises on privately offered securities and pooled investment vehicles, employing multiple analytical approaches and thorough due diligence processes.
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