Foxworthy Wealth Advisors, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Fort Wayne, Indiana
CRD number
299895
Fee structure
Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

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

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • John Foxworthy

    John Foxworthy

    Founder & CEOCRD 4709424

Contacts

1 of 1
  • Shannon Hardiek

    Shannon Hardiek

    Wealth AdvisorCRD 4396010

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth