Kevin Fox
Kevin Fox is a CFP-designated registered investment advisor at Alliance Financial, based in Wyomissing, PA, with 25 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 655 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.70% |
| $250K - $500K | 1.65% |
| $500K - $750K | 1.55% |
| $750K - $1.2M | 1.50% |
| $1.3M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees are generally negotiable.
Fee Estimator
Location
1105 Berkshire Blvd. Ste 120,, Wyomissing, PA, 19610
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is involved in several investment-related activities, including non-variable insurance since 2018. He dedicates nearly full-time hours to providing investment advisory services through Alliance Financial and Fox Financial Inc., independent investment advisor firms.
Employment History
Current Registrations
Alliance Financial
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations20 states
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.