Bartholomew Fox
Bartholomew Fox is a CFP-designated registered investment advisor at Fox Custom Financial Planning LLC, based in Greenwood, IN, with 11 years of industry experience. Bartholomew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 25 clients with $10M in assets under management.
Compensation
Firm Size
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Fee Structure
Fox Custom Financial Planning provides ongoing guidance with investment management. The fee is 0.6% of your assets, but it's capped between $1,200 and $4,800 per year. The maximum fee applies to clients of average complexity. A client with an unusually complex financial situation may require a fee higher than the cap.
Contact
Bartholomew Fox
Location
3209 W Smith Valley Rd, Suite 244, Greenwood, IN, 46142
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fox Custom Financial Planning LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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Additional Information
After more than 15 years as a Certified Financial Planner™, and more than 20 years as a successful investor, Bart T. Fox, CFP® opened Fox Custom Financial Planning, LLC to help individuals improve their financial health and get more serious about retirement.