Vox Financial Planning provides financial planning and investment management services. Planning covers taxes, cash flow, retirement, investments, estate distribution, insurance, education, and employee benefits. Vox Financial Planning does not sell commissioned products and is not affiliated with entities that do.
Assets Under Management$450K
Clients6
Advisors1
Avg. per Client$75K
Avg. per Advisor$450K
Fee Structure
Planning is included in investment management
Vox Financial Planning delegates investment management to a third-party registered investment advisor. The fee for this sub-advisor is separate from Vox Financial Planning's fee and is disclosed in the sub-advisor's disclosure documents. Clients should understand the fees of both Vox Financial Planning and the sub-advisor to understand the total costs of services.
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