Vox Financial Planning provides comprehensive financial planning and investment management services primarily to individuals and families. Vox Financial Planning creates personalized plans covering taxes, cash flow, retirement, portfolio allocation, security selection, estate distribution, insurance, education, and employee benefits. The firm uses a passive investing approach, recommending no-load mutual funds and exchange-traded funds. Vox Financial Planning delegates portfolio implementation to an independent third-party registered investment advisor, Asset Dedication, while overseeing the management to align with client goals. Vox Financial Planning operates as a registered investment advisor and is required to act in your best interest when providing retirement advice.
Fee Structure
Vox Financial Planning does not charge investment management fees based on a percentage of your portfolio. Instead, investment management is included as part of the wealth management engagement, which carries an annual fixed fee ranging from $5,000 to $50,000 based on your total income, assets, financial complexity, and services requested. The initial term has a minimum fee of $5,000. Additionally, the third-party firm managing your investments charges a separate fee, which is detailed in their regulatory disclosures.
