- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Bart Fox is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
After more than 10 years as a Certified Financial Planner (CFP®) and more than 20 years as a successful investor, Bart T. Fox, CFP® opened Fox Custom Financial Planning, LLC to help individuals improve their financial health and get serious about retirement.
Bart graduated in 1990 from The University of Notre Dame with a B.A. in Finance and Business Economics. He completed his studies for the CFP® at an accelerated pace through the College For Financial Planning and successfully passed the CFP® exam in 1995. He worked as a fee-only financial planner at Irwin Union Advisory Services and Investment Management Services, before taking time off to care for a sick child. Most recently he worked for three years at Morgan Stanley.
Fox Custom Financial Planning offers objective advice. We do not sell insurance or investment products. Working only for a pre-arranged fee always puts the client first!
The Fiduciary Standard = Act solely in the best interest of the client.
The Suitability Standard = Sell the product as long as the client is generally a suitable fit for that type of product.
Fox Custom Financial Planning will always adhere to the Fiduciary Standard and act in the best interest of the client. Additionally, as a Certified Financial Planner, Bart is bound by a Code of Ethics and must disclose all compensation.
Comprehensive: We provide investment advice based on your goals, only after considering all your financial risks, your tax strategy, and the rest of your financial plan.