FOX Wealth Strategies
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Fox Wealth Strategies serves individuals and families in Southern California, including working professionals, retirees, and entrepreneurs, by providing fee-based financial planning and standalone investment advice such as portfolio reviews and comprehensive plans. The firm delivers non-discretionary recommendations that clients implement themselves and, as of April 2025, reported no clients or assets under management.
The firm uses fundamental analysis of client data and external factors to produce customized plans, emphasizing low-cost, diversified vehicles, tax-advantaged accounts, retirement savings, and insurance-based risk management. Advice is typically delivered as a one-time comprehensive plan or targeted engagement with optional hourly follow-up rather than ongoing account monitoring.
Noteworthy features relative to peers include an uncommon billing approach for this category — charging hourly or flat fees rather than percentage‑of‑AUM — and a stated plan to offer free, public educational seminars and workshops. The firm also combines fee-based planning with non‑captive insurance sales, discloses the resulting commission conflicts, and offers a fee‑only insurance analysis alternative.
Client services
Financial planning
Educational seminars or workshops
Individual investment review, advice
Expertise
General retirement planning
Income planning
Life insurance needs analysis
Disability insurance
Debt management
Occupation focus
Retired
Demographic focus
Mid-Career Professionals
Approaching retirement
Fee options
$1,000–$3,000 for comprehensive financial plans
Insurance commissions typically 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 location
FOX Wealth Strategies
Claremont CA, United States
Number of offices
1
Most active in
FOX Wealth Strategies has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")