Dee-Ann Fox is a CFP-designated registered investment advisor at Dee-Ann R. Fox, CFP, based in New York, NY, with 5 years of industry experience. Dee-Ann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 10 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dee-Ann R. Fox does not charge fees based on a percentage of the value of your portfolio. Instead, investment planning and ongoing investment advice are included as part of your overall financial planning engagement, which is billed on a fixed-fee project basis or through an ongoing retainer.
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Dee-Ann R. Fox, CFP
State Registrations1 state
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