Fox Hill Wealth Management

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Client assets under management

$288,232,816

Clients

405

20% high-net worth

Advisors

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Typical

Average account size

$711,686

About

Fox Hill Wealth Management serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, offering financial planning, investment management, retirement plan consulting and retirement plan management, and coordinating estate‑planning work with third‑party specialists. The firm operates on a fee‑only basis and generally manages client assets on a discretionary basis.

The firm implements client portfolios using an asset‑allocation framework that combines passive and active strategies and relies on both fundamental and quantitative analysis. It generally uses model portfolios but will construct customized allocations when needed, and some strategies incorporate hand‑selected holdings and options-based hedging techniques.

Noteworthy distinctions include the firm’s use of client testimonials in its advertising, a practice that is uncommon among comparable team advisers, and its explicit provision of retirement plan services including acting as an ERISA investment manager in certain engagements. The firm is a relatively recent SEC registrant and oversees roughly $290 million with a small team of advisers, and it does not take custody of client assets, instead working through independent custodians.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Equity compensation tax strategy Business ownership considerations Business exit / sale strategy Cash flow / budgeting

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fee for financial planning from $500 to $7,500

Percentage

$0+: 3.0% $0+: 1.0%

Project-based

$400 per hour for additional financial planning support

Other

Fee-only: Investment management fees from 1.0% to 3.0% annually based on strategy; financial planning fixed fees $500 to $7,500; hourly planning rate $400/hr; retirement plan services fees 1.00% to 3.00% annually.

Main office location

Fox Hill Wealth Management

84 Bridge Street

Dedham MA 02026, United States

Number of offices

Most active in

California · Colorado · Florida · Maryland · Massachusetts · New Hampshire · New York · North Carolina · Pennsylvania · Rhode Island · South Carolina · Texas · Virginia

Disclosures

Business activities & affiliations

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

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 781-613-2600

Advisors at this firm

Carolann B

CFP®, Series 63, Series 65

Newport, RI

Fox Hill Wealth Management

Carolann Brown is a CFP® professional with over 42 years of experience in the financial services industry. She is currently with Fox Hill Wealth Management, joining the firm in 2023 after roles at Beck Bode, LLC, Pallas Capital Advisors LLC, and UBS Financial Services Inc. Fox Hill Wealth Management is a fee-only firm that provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and pension plans. The firm employs a blend of passive and active strategies, including options for hedging, and offers customized portfolios based on client-specific investment policies.

Equity compensation tax strategy Business ownership considerations Business exit / sale strategy Cash flow / budgeting Founder/Business Owner

Jethro K

Series 63, Series 65

Dedham, MA

Fox Hill Wealth Management

Jethro Kollie is a financial advisor at Fox Hill Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Beck Bode, LLC, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and Concord Wealth Management. In addition to his advisory role, Kollie is a commercial real estate advisor with Cushman & Wakefield. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm offers investment management, financial planning, retirement plan consulting, and estate planning coordination, employing a combination of passive and active strategies with both fundamental and quantitative analysis.

Equity compensation tax strategy Business ownership considerations Business exit / sale strategy Cash flow / budgeting Founder/Business Owner

Ian M

Series 65

Dedham, MA

Fox Hill Wealth Management

Ian Mc Connell is a financial advisor at Fox Hill Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Beck Bode LLC, Boston Financial Investment Management, ATM Systems, Signet Investment Advisory Group, and Solvay Bank. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides investment management, financial planning, retirement plan consulting, and coordinates estate planning through third-party estate planners, employing a mix of passive and active management strategies tailored to client-specific investment policies.

Equity compensation tax strategy Business ownership considerations Business exit / sale strategy Cash flow / budgeting Founder/Business Owner

Eric B

Series 65

Dedham, MA

Fox Hill Wealth Management

Eric Benz is a financial advisor at Fox Hill Wealth Management with five years of industry experience. He holds a Series 65 designation and has previously worked at Beck Bode, LLC and Signet Investments. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm offers investment management, financial planning, retirement plan consulting, and coordinates estate planning through third-party estate planners, using a combination of passive and active strategies under discretionary authority.

Equity compensation tax strategy Business ownership considerations Business exit / sale strategy Cash flow / budgeting Founder/Business Owner

William R

CFP®, Series 63, Series 65

Dedham, MA

Fox Hill Wealth Management

William Ryan is a CFP® professional with 19 years of experience in the financial industry. He is currently with Fox Hill Wealth Management and has held roles at Beck Bode Wealth Management, MetLife Securities Inc., and New England Securities. In addition to his advisory work, he serves as a tax preparer through his own firm, Ryan Financial Strategies. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm offers investment management, financial planning, and retirement plan consulting, combining passive and active strategies with fundamental and quantitative analysis to develop client-specific investment policies.

Equity compensation tax strategy Business ownership considerations Business exit / sale strategy Cash flow / budgeting Founder/Business Owner

Patricia W

CFP®, Series 63, Series 65

Dedham, MA

Fox Hill Wealth Management

Patricia Welsh is a CFP® with 21 years of industry experience, currently serving as an advisor at Fox Hill Wealth Management. Her prior roles include positions at Beck Bode Wealth Management, Private Advisor Group, and LPL Financial. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm develops client-specific investment policies, employing a mix of passive and active management strategies and offers estate planning coordination through third-party planners.

Equity compensation tax strategy Business ownership considerations Business exit / sale strategy Cash flow / budgeting Founder/Business Owner

Michael B

Series 63, Series 65

Dedham, MA

Fox Hill Wealth Management

Michael Brown is a financial advisor at Fox Hill Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 14 years before joining Fox Hill Wealth Management in 2022. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides investment management, financial planning, retirement plan consulting, and coordinates estate planning through third-party estate planners, using a combination of passive and active management strategies under discretionary authority.

Equity compensation tax strategy Business ownership considerations Business exit / sale strategy Cash flow / budgeting Founder/Business Owner

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