Foxworthy Wealth Advisors, LLC
Firm details
- Headquarters
- Fort Wayne, Indiana
- CRD number
- 299895
- Website
- www.foxworthywealth.com
- Fee structure
- Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
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
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
John Foxworthy
Founder & CEOCRD 4709424
Contacts
1 of 1
Shannon Hardiek
Wealth AdvisorCRD 4396010
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Wayne, IN
Allen
Location
Fort Wayne, IN
Headquartered in Fort Wayne, IN, anchoring the Fort Wayne-Huntington-Auburn, IN metro in the Midwest.
- Metro area
- Fort Wayne-Huntington-Auburn, IN
- Region
- Midwest
- County
- Allen
- Address
- 7230 Engle Rd
- Time zone
- ET (UTC-5)
- Office locations
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