Fox & Company Wealth Management

Company Description (LinkedIn): IT’S ALL ABOUT YOU

Do financial decisions tend to overwhelm and paralyze you? Do money habits affect your relationships? Do you spend more when you’re feeling stressed? Do you want to follow a financial plan – but don’t know where to start?

Money is very personal, yet complex. The consequences of your financial decisions can affect you for decades. Fox & Company Wealth Management is fee-only financial planning and investment mangement firm, with offices in the Paducah and Mayfield, Kentucky, serving clients in Louisville and Nashville, as well as across the nation through virtual meetings. We’re small by design because we believe it’s more important to deepen relationships than to outgrow our niche focus. Instead of trying to be everything to everyone, integrity demands that we cement a relationship only when we believe it is in your best interests. FWM is a women-owned firm doing business to make your financial choices clear so that you can spend purposefully and live abundantly. If you’ve learned to expect average results from average advisors, elevate your expectations!

It's important to find an advisor who is capable, trustworthy, and empathetic. And because we are members of NAPFA (the national organization for Fee-Only financial planners), you will never pay a commission or find yourself referred to a company that is going to pay us a bonus for sending you to them.

Contact us to find out more - we look forward to hearing your story!

From SEC filings:

πŸ’ Advisory Services Offered

πŸ’² Compensation Options


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πŸ“ˆ Minimum to Invest:
πŸŽ“ Discounts for Trainees:
πŸ“Š One-time plan creation fee:
πŸ•° Founded: 2009
πŸ‡ΊπŸ‡² SEC Number: N/A
πŸ—ƒ CRD Number: 151629
☎ Phone Number: 270 247-0555
πŸ“§ Email:
🦾 Website Accessibility Score: 81 / 100
βŒ› First Indexed: 2023-02-23
πŸ“° Last Updated: 2023-03-15