A complete list of active advisors currently associated with FOX Wealth Strategies

Warmer can help you find a great advisor at FOX Wealth Strategies or one who fits your needs even better.

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.

To learn more about the advisors currently working at FOX Wealth Strategies, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Christopher Lis	Escondido, CA	1

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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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