Fox Custom Financial Planning (Fox CFP) provides personalized financial planning and investment management services. Fox CFP starts with a get-acquainted meeting to understand your history, current situation, and goals. They offer investment management, retirement planning, Social Security planning, tax planning, insurance planning, education planning, and estate planning. Fox CFP always acts in your best interest and does not accept commissions or referral fees.
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.
