Steven Fox (CFP®, EA)
Steven Fox focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Entrepreneurs
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Entrepreneurs
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
Planning Specialties
Steven Fox is a Certified Financial Planner and the founder of AdviceOnly, a fee-only financial planning firm in San Diego. AdviceOnly is a support platform for financial planners who want to serve clients through an advice-only model, with no product sales or investment management, without having to start their own firm in order to do so.Additional Information
Additional professional affiliations:
- 2019 President for the San Diego chapter of the Financial Planning Association
- Member of the XY Planning Network
- Founder of the San Diego Financial Advisors Network
- Treasurer and volunteer coordinator for Financial Independence Training, a nonprofit organization dedicated to providing financial education to military personnel and their families
NAPFA Start Date
August 05, 2016
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identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.