Fox Financial Services, Inc.

Fox Financial Services, Inc. (CRD# 112506) is a financial advisory firm headquartered in White Plains, NY. They manage $66,646,509 in 221 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    221
    ACCOUNTS
  • Average Account Value
    $301,568
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CT, FL, NH, NY, TX

Financial Advisors at Fox Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Andrew R. Fox
CRD#: 4444228
5 Waller Avenue, Suite 305, White Plains, NY 10601
90
Wealthminder
score

Andrew Fox (CRD# 4444228) is an Investment Advisor Representative working at Fox Financial Services, Inc. in White Plains, NY and has 1 year of experience in the finance industry. Andrew 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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