Foxholm Financial provides advice-only financial planning services to individuals, families, and institutions, particularly STEM professionals in Georgia. Foxholm Financial does not manage investments or execute trades. Instead, they offer hourly consulting and retainer-based consulting, providing recommendations that clients implement themselves. Services include portfolio construction, retirement planning, tax optimization, and equity compensation planning.
Fee Structure
Foxholm Financial offers retainer-based consulting for ongoing guidance on portfolio strategy and wealth optimization. The fee is $300 per review, which includes 30 minutes of asynchronous preparation by the advisor and 30 minutes of live video consultation. Clients schedule reviews quarterly, semi-annually, or annually.
- Strategic Portfolio Review — $900, includes an Investment Policy Statement, portfolio cost and risk analysis, and contribution strategy. Limited to 30 securities across 6 accounts. Includes a 60-minute live strategy meeting.
- Focused Portfolio Review — $300, includes analysis of current portfolio for expense ratios, overlap, and risk exposure. Limited to 20 securities across 4 accounts. Deliverable is a written summary or 15-minute video call.
- Hourly Consulting — $300/hour for specific financial planning topics like equity compensation strategy, retirement readiness modeling, and college funding analysis.