Fox Custom Financial Planning LLC
Fox Custom Financial Planning LLC (CRD# 174530) is a financial advisory firm headquartered in Greenwood, IN. They manage $7,451,505 in 25 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Fox Custom Financial Planning LLC
By the Numbers
-
Total Assets Under Management7MILLION
-
Total Number of Accounts25ACCOUNTS
-
Average Account Value$298,060
Compensation Options
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN
Financial Advisors at Fox Custom Financial Planning LLC
1
Bartholomew Fox (CRD# 2892852) is an Investment Advisor Representative working at Fox Custom Financial Planning LLC in Greenwood, IN and has over 26 years of experience in the finance industry.
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