Steven C. Fox
ADVICE ONLY
SAN DIEGO, CA 92108
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CRD#: 6379590
Professional summary
Steven Charles Fox, CFP® is a registered financial advisor currently at ADVICE ONLY located in San Diego, California.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Steven has worked at 2 firms and has passed the Series 65 exam.
Core Areas of Focus
Generation X
Investment Advice with Ongoing Management
Investment Advice without Ongoing Management
Medical Professionals
Millennials
Tax Planning
Biography
Additional professional affiliations:
2019 President for the San Diego chapter of the Financial Planning Association
Member of the XY Planning Network
Founder of the San Diego Financial Advisors Network
Treasurer and volunteer coordinator for Financial Independence Training, a nonprofit organization dedicated to providing financial education to military personnel and their families
Question & Answer
What are your service offerings?
Debt Management
Insurance Planning
Budgeting
Comprehensive Financial Planni...
Tax Planning
Retirement Planning
Investment Planning
Education Planning
Employee and Employer Plan Ben...
Small Business Planning
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Charles 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®
Start date: 2017
Experience
Current
February 3, 2025 - Present
ADVICE ONLY
Office #1: 1455 Frazee Rd, Suite 500, San Diego, CA 92108RIA
CRD#: 334039
SAN DIEGO, CA
Past
June 23, 2016 - August 16, 2024
NEXT GEN FINANCIAL PLANNING
RIA
CRD#: 283233
SAN DIEGO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AO
ADVICE ONLY
ADVICE ONLY | OPEN BOOK FINANCIAL PLANNING | CENTS OF JOY FINANCIAL PLANNING | CAREGIVERS RESOURCE GROUP | ADVICE ONLY, PBC
CRD#: 334039 / SEC#: 801-135290
RIA
Registered Investment Advisory firm - (2/6/2026 Approved)California
Registered Investment Advisory firm - (2/9/2026 Termination Requested)Pennsylvania
Registered Investment Advisory firm - (4/15/2025 Approved)Texas
Registered Investment Advisory firm - (2/9/2026 Terminated)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
California(2/3/2025)
IAR
Pennsylvania(4/15/2025)
IAR
Texas(5/30/2025)
IAR
Washington(2/6/2026)
Current Firm
AO
ADVICE ONLY
ADVICE ONLY | OPEN BOOK FINANCIAL PLANNING | CENTS OF JOY FINANCIAL PLANNING | CAREGIVERS RESOURCE GROUP | ADVICE ONLY, PBC
CRD#: 334039 / SEC#: 801-135290
RIA
Registered Investment Advisory firm - (2/6/2026 Approved)California
Registered Investment Advisory firm - (2/9/2026 Termination Requested)Pennsylvania
Registered Investment Advisory firm - (4/15/2025 Approved)Texas
Registered Investment Advisory firm - (2/9/2026 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1455 Frazee Rd, Suite 500, San Diego, CA 92108
Mailing Address
Phone number
(619) 374-2261
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (15 States and Territories)
Documents
Red Flags
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