A complete list of active advisors currently associated with FOX Wealth Strategies
Warmer can help you find a great advisor at FOX Wealth Strategies or one who fits your needs even better.
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.
To learn more about the advisors currently working at FOX Wealth Strategies, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Claremont, CA
| 0
|
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