JF
PFS
JF
PFS

Jude Fox

8 Years of Experience
Wichita, KS
Sells Insurance

Jude Fox is a PFS-designated registered investment advisor at Adamsbrown Wealth Consultants LLC, based in Wichita, KS, with 8 years of industry experience. Jude operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,943 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,943 clients
Average Client Portfolio
$577K average
Assets Under Management
$1.1B

Fee Structure

Planning is included in investment management (also available separately)

AdamsBrown's wealth management fees are based on the value of your investments and range from 0.50% to 1.525% per year, paid quarterly. The exact fee depends on the complexity of your situation, whether you use financial planning services, the amount of assets managed, and your overall relationship with AdamsBrown. Fees may be negotiable.

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Location

358 N Main Street, Suite 100, Wichita, KS, 67202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jude sells life and long-term care insurance through Adams, Brown, Beran & Ball Insurance, dedicating a few hours per week. Jude also serves as Treasurer for the United Way of Ellis County, spending minimal time on this role.

Employment History
Current Registrations
Adamsbrown Wealth Consultants LLC
June 2020 - Present · 5 yrs 10 mos
Previous Registrations
Private Client Services, LLCBroker
June 2020 - December 2025 · 5 yrs 6 mos
Avantax Advisory Services
January 2018 - June 2020 · 2 yrs 5 mos
Avantax Investment Services, INC.Broker
August 2017 - June 2020 · 2 yrs 10 mos
State Registrations1 state
KS
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.