Fox Wealth Strategies offers financial planning services to individuals in Southern California. Services include standalone investment advice, such as portfolio review, and comprehensive financial plans covering investment, retirement, insurance, tax, education, estate planning, and debt management. Fox Wealth Strategies does not manage client assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive financial plans — $1,000–$3,000, covering retirement, tax planning, HSAs/ESAs, and insurance analysis. Plans typically require 6–15 hours to complete.
- Targeted advice — $160–$300 per hour, billed in 15-minute increments, for advice on topics like HSA contributions or retirement planning. Estimated cost: $120–$600 per engagement.
One-Time Plan:$1,000 - $3,000
Hourly Rate:$160 - $300/hr
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