Fox Financial Services, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$110,622,826
Clients
84
37% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
84
Very HighAverage account size
$1,316,938
About
Fox Financial Services is a small independent registered investment adviser that provides discretionary portfolio management and integrated financial planning to individuals, high‑net‑worth clients, associated trusts and estates, pension and profit‑sharing plans, and charitable organizations. As of January 2026 the firm reported managing about $110.9 million for roughly 84 client relationships.
The firm’s investment approach centers on tailored asset allocation, long‑term holdings, and periodic rebalancing guided by individualized investment policy statements and client risk profiles. Portfolios are implemented primarily with mutual funds — notably funds from Dimensional Fund Advisors and Fidelity — and account supervision is exercised on a discretionary basis; financial planning is offered as part of the advisory relationship rather than as a separately billed service.
Distinctive operational features include a single‑advisor practice that uses an institutional platform arrangement with Fidelity for custody, trading support, and back‑office services while, by policy, generally implementing client trades separately rather than routinely batching them. The firm also disclaims proxy‑voting authority for client accounts and does not participate in wrap programs or accept performance‑based fees.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General retirement planning
Charitable giving & philanthropy
Fee options
$0 - $5,000,000: 1.00% Over $5,000,000+: 0.75%
Account minimum: $5,000 annual fee minimum Minimum fee: $5,000 minimum annual fee, negotiable Fee-only: Fee based on assets under management; no commissions or performance-based fees.
Main office location
Fox Financial Services, Inc.
1 Barker Avenue, 2 Nd Floor
White Plains NY 10601, United States
Number of offices
2
Most active in
Fox Financial Services, Inc. has reported serving >5 clients in these states in the last 12 months.
Connecticut · Florida · New York · Texas
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.
Quick links
LinkedIn
Facebook
X
YouTube
Website
(914) 761-1639
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")