Terrence Fox is a registered investment advisor at Safe Money Management, based in Atlanata, GA, with 15 years of industry experience. Terrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Safe Money Management does not directly manage your investments. Instead, they connect you with third-party money managers. You'll pay the money manager directly, and Safe Money Management receives a portion of that fee as a referral. The fees charged by the third-party money manager will be disclosed to you before you sign any agreements.
Location
Atlanata, GA
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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
Terrence is the President and Owner of Smart Risk Management, LLC, an insurance agency. As part of financial planning, Terrence sells life, long-term care, and disability insurance, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Safe Money Management
Previous Registrations
Safe Money Management
Georgia Financial Group, LLC
Georgia Financial Group, 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.