Fox Custom Financial Planning LLC
Fox Custom Financial Planning LLC (CRD# 174530) is a financial advisory firm headquartered in Greenwood, IN. They manage $4,728,963 in 21 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts21ACCOUNTS
Average Account Value$225,189
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Bartholomew Fox (CRD# 2892852) is an Investment Advisor Representative working at Fox Custom Financial Planning LLC in Greenwood, IN and has over 22 years of experience in the finance industry. Bartholomew Fox has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.