FOXWORTHY WEALTH ADVISORS, LLC

Overview

Foxworthy Wealth Advisors, LLC is a small, individually owned limited liability company that provides financial planning while operating in a hybrid capacity as a registered representative of a broker-dealer and as an insurance broker. The firm bills clients on a fixed-fee basis and does not identify itself as a capital allocator or pension consultant. Regulatory/state registration details are limited in the record provided; the firm is not flagged as a multi-state adviser and is not identified as an active ESG investor. Business activity centers on delivering financial planning and distributing investment and insurance products through broker-dealer and insurance channels. The firm’s profile suggests a boutique distribution model rather than institutional asset allocation or outsourced CIO services. It is not listed as a newly formed adviser or as part of a related-adviser structure.

Investments & Alternatives

Location & Offices