Fox Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fox Financial Services is a small independent registered investment adviser that provides discretionary portfolio management and integrated financial planning to individuals, high‑net‑worth clients, associated trusts and estates, pension and profit‑sharing plans, and charitable organizations. As of January 2026 the firm reported managing about $110.9 million for roughly 84 client relationships.
The firm’s investment approach centers on tailored asset allocation, long‑term holdings, and periodic rebalancing guided by individualized investment policy statements and client risk profiles. Portfolios are implemented primarily with mutual funds — notably funds from Dimensional Fund Advisors and Fidelity — and account supervision is exercised on a discretionary basis; financial planning is offered as part of the advisory relationship rather than as a separately billed service.
Distinctive operational features include a single‑advisor practice that uses an institutional platform arrangement with Fidelity for custody, trading support, and back‑office services while, by policy, generally implementing client trades separately rather than routinely batching them. The firm also disclaims proxy‑voting authority for client accounts and does not participate in wrap programs or accept performance‑based fees.
Client services
Expertise
Fee options
$0 - $5,000,000: 1.00% Over $5,000,000+: 0.75%
Account minimum: $5,000 annual fee minimum Minimum fee: $5,000 minimum annual fee, negotiable Fee-only: Fee based on assets under management; no commissions or performance-based fees.
Main office
1 Barker Avenue, 2nd Floor
White Plains NY 10601
Advisors at this office
1
Most active in
Connecticut · Florida · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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