Fox Financial Services, Inc.

Fox Financial Services, Inc. is a registered investment adviser founded in 1993 by Andrew R. Fox, who serves as the President and Chief Compliance Officer. The firm specializes in providing Individual Portfolio Management Services to clients, including individuals, high net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. Fox Financial operates on a discretionary basis, managing client accounts based on their stated objectives and preferences, with a focus on continuous asset management tailored to each client's needs. The firm offers financial planning services as part of its advisory services without charging a separate fee. Fox Financial acts as a fiduciary, obligated to act in the best interests of clients and disclose any conflicts of interest. The firm charges an annual fee for Portfolio Management Services based on a percentage of assets under management. Clients have the option to authorize fee debiting directly from their accounts. Fox Financial does not participate in Wrap Fee Programs and managed $90,940,423 in client assets as of January 15, 2025. The firm does not receive soft dollars, compensations for client referrals, or engage in performance-based fees. Clients may provide investment discretion to Fox Financial, allowing the firm to make investment decisions without prior client approval. Andrew R. Fox, the sole employee, holds a CFP® designation and has no disciplinary history.