Dee-Ann R. Fox, Cfp

Overview

Dee-Ann R. Fox, Cfp operates as a sole-proprietor independent RIA focused on individual and family clients. The firm provides hourly-based financial planning and portfolio management for individuals and small businesses, with advisory activity concentrated on direct planning and execution rather than large-scale capital allocation. Investment positioning is equity‑oriented: exchange‑traded equities are the primary vehicle. The practice is not an active ESG investor and is structured as a single-office, single-state adviser, which aligns with a hands‑on, relationship-driven service model. Most client relationships are non‑discretionary, indicating clients retain authority over trades while the adviser provides guidance and model recommendations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices