Fox Hill Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$288,232,816
Clients
405
Advisors
7
across 2 offices
About
Fox Hill Wealth Management serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, offering financial planning, investment management, retirement plan consulting and retirement plan management, and coordinating estate‑planning work with third‑party specialists. The firm operates on a fee‑only basis and generally manages client assets on a discretionary basis.
The firm implements client portfolios using an asset‑allocation framework that combines passive and active strategies and relies on both fundamental and quantitative analysis. It generally uses model portfolios but will construct customized allocations when needed, and some strategies incorporate hand‑selected holdings and options-based hedging techniques.
Noteworthy distinctions include the firm’s use of client testimonials in its advertising, a practice that is uncommon among comparable team advisers, and its explicit provision of retirement plan services including acting as an ERISA investment manager in certain engagements. The firm is a relatively recent SEC registrant and oversees roughly $290 million with a small team of advisers, and it does not take custody of client assets, instead working through independent custodians.
Client services
Expertise
Occupation focus
Fee options
Fixed fee for financial planning from $500 to $7,500
$0+: 3.0% $0+: 1.0%
$400 per hour for additional financial planning support
Fee-only: Investment management fees from 1.0% to 3.0% annually based on strategy; financial planning fixed fees $500 to $7,500; hourly planning rate $400/hr; retirement plan services fees 1.00% to 3.00% annually.
Main office
See office84 Bridge Street
Dedham MA 02026
Advisors at this office
6
Offices (2)
Most active in
California · Colorado · Florida · Maryland · Massachusetts · New Hampshire · New York · North Carolina · Pennsylvania · Rhode Island · South Carolina · Texas · Virginia
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.
Quick links
Advisors at this firm
Carolann B
CFP®, Series 63, Series 65
Newport, RI
Fox Hill Wealth Management
Carolann Brown is a CFP® professional with over 42 years of experience in the financial services industry. She is currently with Fox Hill Wealth Management, joining the firm in 2023 after roles at Beck Bode, LLC, Pallas Capital Advisors LLC, and UBS Financial Services Inc. Fox Hill Wealth Management is a fee-only firm that provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and pension plans. The firm employs a blend of passive and active strategies, including options for hedging, and offers customized portfolios based on client-specific investment policies.
Jethro K
Series 63, Series 65
Dedham, MA
Fox Hill Wealth Management
Jethro Kollie is a financial advisor at Fox Hill Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Beck Bode, LLC, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and Concord Wealth Management. In addition to his advisory role, Kollie is a commercial real estate advisor with Cushman & Wakefield. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm offers investment management, financial planning, retirement plan consulting, and estate planning coordination, employing a combination of passive and active strategies with both fundamental and quantitative analysis.
Ian M
Series 65
Dedham, MA
Fox Hill Wealth Management
Ian Mc Connell is a financial advisor at Fox Hill Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Beck Bode LLC, Boston Financial Investment Management, ATM Systems, Signet Investment Advisory Group, and Solvay Bank. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides investment management, financial planning, retirement plan consulting, and coordinates estate planning through third-party estate planners, employing a mix of passive and active management strategies tailored to client-specific investment policies.
Eric B
Series 65
Dedham, MA
Fox Hill Wealth Management
Eric Benz is a Series 65-licensed financial advisor with six years of industry experience. He has worked at Fox Hill Wealth Management since 2022 and previously held roles at Beck Bode, LLC and Signet Investments. Fox Hill Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, investment management, retirement plan consulting, and estate-planning coordination. The firm employs a fee-only, discretionary approach with portfolios constructed from a combination of passive and active strategies using both fundamental and quantitative analysis.
William R
CFP®, Series 63, Series 65
Dedham, MA
Fox Hill Wealth Management
William Ryan is a CFP® with 20 years of industry experience, currently serving at Fox Hill Wealth Management. He has previously worked at Beck Bode Wealth Management, MetLife Securities Inc., and New England Securities, and has operated Ryan Financial Strategies since 2011, where he also provides tax preparation services. Fox Hill Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering financial planning, investment management, and retirement plan consulting. The firm utilizes a combined passive and active asset-allocation approach and employs both model and customized portfolios.
Patricia W
CFP®, Series 63, Series 65
Dedham, MA
Fox Hill Wealth Management
Patricia Welsh is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. She currently works at Fox Hill Wealth Management and has previously held roles at Beck Bode Wealth Management, Private Advisor Group, LPL Financial, and Compass Capital Corporation. Fox Hill Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, investment management, retirement plan consulting, and estate-planning coordination. The firm employs a fee-only, discretionary management approach using a blend of passive and active strategies, model portfolios, and customized allocations including options-based hedging techniques.
Michael B
Series 63, Series 65
Dedham, MA
Fox Hill Wealth Management
Michael Brown is a financial advisor at Fox Hill Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 14 years before joining Fox Hill Wealth Management in 2022. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides investment management, financial planning, retirement plan consulting, and coordinates estate planning through third-party estate planners, using a combination of passive and active management strategies under discretionary authority.
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