VOX Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$452,000
Total clients
6
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$75,333
About
Vox Financial Planning provides fee-only financial planning and investment management services to individuals and families through comprehensive wealth management engagements and limited-scope financial reviews. The firm offers portfolio management and broader planning that can address taxes, retirement, cash flow, insurance, and estate matters, and it does not accept commissions or other third‑party sales compensation.
The firm’s investment approach emphasizes passive, low‑turnover vehicles such as exchange‑traded funds and no‑load mutual funds, with portfolios shaped by each client’s tax situation, risk tolerance, time horizon and goals. Investment implementation and ongoing trading are delegated to a third‑party Sub‑Advisor and executed on an institutional custody platform, while the firm retains oversight and client relationship responsibilities.
Compared with many solo independent advisors, Vox is notable for not using a percentage‑of‑assets fee model and instead charging fixed annual and fixed review fees, and for negotiating and passing through a separate Sub‑Advisor fee to clients. The firm operates at a very small scale—one advisor with a limited client roster and modest assets under management—and the principal also spends significant time providing financial counseling to National Guard members, which are operational details that distinguish it from many peers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Cash flow / budgeting
Fee options
Financial Review fixed fee ranges from $500 to $2,500 depending on scope
Account minimum: $5,000 Minimum fee: Minimum fee of $5,000 for the initial term, with annual fixed fees ranging from $5,000 to $50,000 Fee-only: Fixed fees ranging from $500 to $50,000 depending on the service and client needs
Main office location
VOX Financial Planning
Edmond OK, United States
Number of offices
1
Most active in
VOX Financial Planning has reported serving >5 clients in these states in the last 12 months.
Oklahoma
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
Quick links
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