Foxholm Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-only, fiduciary investment advisory and financial planning services to individuals, families, and institutions, with an emphasis on Georgia-based STEM professionals and clients facing equity-compensation decisions. Engagements are advisory-only and delivered as hourly consulting, retainer-based periodic reviews, or a flat-fee Strategic Retirement Review bundle covering retirement income planning, Social Security optimization, tax and estate coordination, annuity education, and custom financial modeling.
The adviser operates strictly as an advice-only practice and does not manage client assets or execute trades; clients retain custody and implement recommendations at their chosen custodians. Investment guidance is evidence-based and cost-conscious, favoring low-cost index funds, broad diversification, asset-location principles, and systematic quantitative frameworks, supported by professional planning software and proprietary analytical tools for bond and equity-compensation analysis.
Noteworthy differences from many peers include reporting $0 in regulatory assets under management and not charging percentage-of-AUM fees—services are billed hourly or as defined flat-fee projects rather than by AUM—and the firm does not provide discretionary portfolio management for individuals. The firm also publishes periodic newsletters and educational quantitative-content on its website, and it conducts seminars and workshops and provides annuity- and retirement-focused consulting for institutional and individual clients, offerings that are less common among similarly sized independent advisers.
Client services
Expertise
Occupation focus
Fee options
Strategic Retirement Review: $900 (3 hours); Focused Portfolio Review: $300 (1 hour); Periodic Investment Consulting: $300 per review (1 hour).
$300 per hour, billed in 15-minute increments.
Fee-only: $300 per hour, billed in 15-minute increments. Flat fee bundles also offered (e.g., $900 for Strategic Retirement Review).
Main office
Atlanta GA
Advisors at this office
1
Most active in
Georgia
Also doing business as
Foxholm Financial · Foxholm Financial, Inc.
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
Quick links
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