Fox Wealth Advisors LLC

Fox Wealth Advisors LLC (CRD# 142012) is a financial advisory firm headquartered in Carrollton, TX. They manage $3,685,000 in 46 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $80,109
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

TX

Financial Advisors at Fox Wealth Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
Brian A. Murphy
CRD#: 4743164
2129 North Josey Lane, Carrollton, TX 75006
73
Wealthminder
score

Brian Murphy (CRD# 4743164) is an Investment Advisor Representative working at Fox Wealth Advisors LLC in Carrollton, TX and has over 12 years of experience in the finance industry.

2
James E. Rooney
CRD#: 1857754
2129 North Josey Lane, Carrollton, TX 75006
73
Wealthminder
score

James Rooney (CRD# 1857754) is an Investment Advisor Representative working at Fox Wealth Advisors LLC in Carrollton, TX and has over 27 years of experience in the finance industry.

3
Ronald E. Harrison
CRD#: 2333752
2129 North Josey Lane, Carrollton, TX 75006
63
Wealthminder
score

Ronald Harrison (CRD# 2333752) is an Investment Advisor Representative working at Fox Wealth Advisors LLC in Carrollton, TX and has over 8 years of experience in the finance industry.

4
Harry D. Winters
CRD#: 1844323
2129 North Josey Lane, Carrollton, TX 75006
63
Wealthminder
score

Harry Winters (CRD# 1844323) is an Investment Advisor Representative working at Fox Wealth Advisors LLC in Carrollton, TX and has over 28 years of experience in the finance industry.

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