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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Fox Custom Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
Bartholomew T. Fox
CRD#: 2892852
3209 W Smith Valley Rd, Suite 244, Greenwood, IN 46142

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.

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