Bartholomew T. Fox

FOX CUSTOM FINANCIAL PLANNING LLC

Greenwood, IN 46142

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CRD#: 2892852

Professional summary

Bartholomew Todd Fox, CFP®, who also goes by Bart Fox, is a registered financial advisor currently at FOX CUSTOM FINANCIAL PLANNING LLC located in Greenwood, Indiana.

Bartholomew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Bartholomew has worked at 2 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Biography

After more than 15 years as a Certified Financial Planner™, and more than 20 years as a successful investor, Bart T. Fox, CFP® opened Fox Custom Financial Planning, LLC to help individuals improve their financial health and get more serious about retirement.

     Bart graduated in 1990 from The University of Notre Dame with a B.A. in Finance and Business Economics. He completed his studies for the CFP® at an accelerated pace through the College For Financial Planning and successfully passed the CFP® exam in 1995. He worked as a fee-only financial planner at Irwin Union Advisory Services and Investment Management Services, before taking time off to care for a sick child.

Question & Answer

What are your service offerings?

Social Security Planning

Tax Planning

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Investment Planning

Life Transitions

Retirement Planning

Insurance Planning

Do you have an area of expertise or specialization?

Corporate Executives

Hourly

Investment Advice without Ongo...

Medical Professionals

Middle Income Client Needs

Retirement Plan Investment Adv...

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Yes

Aliases

Bart Fox

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bartholomew Todd Fox's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1995

Experience

Current

January 26, 2015 - Present

FOX CUSTOM FINANCIAL PLANNING LLC

Office #1: 3209 W Smith Valley Rd, Suite 244, Greenwood, IN 46142

RIA

CRD#: 174530

Greenwood, IN

Past

July 29, 2013 - January 12, 2015

MORGAN STANLEY

CRD#: 149777

INDIANAPOLIS, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(1/26/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/13/2014

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/5/1997

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 1/12/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/29/2013

General Securities Representative Examination

Current Firm

FOX CUSTOM FINANCIAL PLANNING LLC

CRD#: 174530 / SEC#:

Indiana

Registered Investment Advisory firm - (1/26/2015 Approved)

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Contact information

Main Address

3209 W Smith Valley Rd, Suite 244, Greenwood, IN 46142

Mailing Address

Phone number

(317) 691-3128

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	30
AUM (Assets Under Management)	$ 10,243,085

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Bartholomew T. Fox

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bartholomew Todd Fox's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOX CUSTOM FINANCIAL PLANNING LLC

MORGAN STANLEY

State Registrations and Notice Filings

Exams

Series 63

Date: 2/13/2014

Series 65

Date: 5/5/1997

SIE

Date: 1/12/2015

Series 7

Date: 7/29/2013

Current Firm

FOX CUSTOM FINANCIAL PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FOX CUSTOM FINANCIAL PLANNING LLC

TRUST BUT VERIFY

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