Fox Meadow Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
1
0% 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
1
Very LowAverage account size
$0
About
Fox Meadow Financial Planning is a fee-only advisory firm that delivers comprehensive financial planning to individuals, couples, and families with no stated asset or income minimums, offering both one-time financial plans and hourly planning engagements. The firm is a sole-practitioner practice established in 2025 whose principal holds the CFP® certification and provides planning and written reports to clients.
The firm’s investment guidance is grounded in a semi-strong form efficient market view and generally favors passive, low-cost index funds, but Fox Meadow does not provide portfolio management, trade execution, or implementation services. Clients receive recommendations and written plans and are expected to implement investment and account changes themselves, with the adviser available for follow-up and coordination with third‑party professionals when requested.
Notably, Fox Meadow does not charge percentage-of-assets-under-management fees and does not take custody of client funds, distinguishing it from many independent advisers that combine planning with AUM-based advisory services. The practice is small and recently formed, and the principal maintains outside employment while operating the firm, which may affect capacity and the structure of client engagements.
Client services
Financial planning
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
General tax planning
Demographic focus
Young Professionals
Fee options
$195 per hour, fees negotiable
Fee-only: One Time Financial Plan: $900-$2,500 depending on complexity; Hourly Financial Planning: $195 per hour (fees negotiable)
Main office location
Fox Meadow Financial Planning
Denver CO, United States
Number of offices
1
Most active in
Fox Meadow Financial Planning has reported serving >5 clients in these states in the last 12 months.
Colorado · 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:
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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
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