FOX HILL WEALTH MANAGEMENT

84 Bridge Street
Dedham, Massachusetts 02026
Tel: 781-613-2600

About FOX HILL WEALTH MANAGEMENT

FOX HILL WEALTH MANAGEMENT, formally registered with the SEC as FOX HILL WEALTH MANAGEMENT. The firm was established in 05/04/2023. They have over 2 offices throughout the country.

FOX HILL WEALTH MANAGEMENT is a Dedham, Massachusetts based Financial Planning firm with nearly $198,428,304 assets under management, offering retirement planning & investment advisory services to 917 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	321881
SEC#	801-127922
Assets Managed by Firm	$198,428,304
No. of Clients	917
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	917	$198,428,304
Individuals (other than high net worth individuals)	241	$63,054,980
High net worth individuals	61	$134,575,706
Pension and profit sharing plans	Fewer than 5 clients	$797,618

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