FOX Wealth Strategies
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About
Fox Wealth Strategies provides fee-based financial planning and standalone, non-discretionary investment advice to individuals and families, including working professionals, retirees, and entrepreneurs. The firm delivers one-time portfolio reviews and comprehensive financial plans, with clients responsible for implementing recommendations through their chosen custodians.
The firm employs fundamental analysis to develop customized, long-term plans that emphasize tax-advantaged accounts, retirement savings, and insurance-based risk management; recommendations are presented as discrete snapshots with optional follow-up. Fees are charged on an hourly or flat-fee basis rather than as a percentage of assets under management.
Noteworthy aspects include a plan to offer free, public educational seminars on financial literacy and economic topics and the principal’s active role in academia as a business-school chair, which informs a teaching-oriented approach to clients. The principal also intends to operate as a non-captive insurance agent—creating disclosed commission-related conflicts that the firm seeks to mitigate by offering a fee-based insurance analysis alternative; the firm is currently pre-operational.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$1,000–$3,000 for comprehensive financial plans
Insurance commissions: 20–80% of first-year premiums ($500–$5,000 per policy) and 5–10% renewals (years 2–10)
$160–$300 per hour billed in 15-minute increments
Fee-only: Hourly fees: $160–$300 per hour billed in 15-minute increments; Flat fees: $1,000–$3,000 for comprehensive financial plans
Main office
Escondido CA
Advisors at this office
1
Most active in
California
Also doing business as
Fox Professional Solutions LLC · Fox Wealth Strategies
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.
Forms ADV
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