Fox Custom Financial Planning LLC

Fox Custom Financial Planning LLC (CRD# 174530) is a financial advisory firm headquartered in Greenwood, IN. They manage $7,130,066 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $237,669
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
The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Fox Custom Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
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 26 years of experience in the finance industry.

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