FOX Wealth Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
Fox Wealth Strategies serves individuals and families in Southern California, including working professionals, retirees, and entrepreneurs, by providing fee-based financial planning and standalone investment advice such as portfolio reviews and comprehensive plans. The firm delivers non-discretionary recommendations that clients implement themselves and, as of April 2025, reported no clients or assets under management.
The firm uses fundamental analysis of client data and external factors to produce customized plans, emphasizing low-cost, diversified vehicles, tax-advantaged accounts, retirement savings, and insurance-based risk management. Advice is typically delivered as a one-time comprehensive plan or targeted engagement with optional hourly follow-up rather than ongoing account monitoring.
Noteworthy features relative to peers include an uncommon billing approach for this category — charging hourly or flat fees rather than percentage‑of‑AUM — and a stated plan to offer free, public educational seminars and workshops. The firm also combines fee-based planning with non‑captive insurance sales, discloses the resulting commission conflicts, and offers a fee‑only insurance analysis alternative.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$1,000–$3,000 for comprehensive financial plans
Insurance commissions typically 20–80% of first-year premiums ($500–$5,000 per policy) and 5–10% renewals (years 2–10)
$160–$300 per hour, billed in 15-minute increments
Fee-only: Hourly Fees: $160–$300 per hour, billed in 15-minute increments; Flat Fees: $1,000–$3,000 for comprehensive financial plans
Main office location
FOX Wealth Strategies
Claremont CA, United States
Number of offices
1
Most active in
California
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
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