Steven Charles Fox
CFP®Professional Summary
Steven Charles Fox, CFP® is a registered financial advisor currently at ADVICEONLY 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Risk Management & Insurance
- Cashflow & Budgeting
- Tax Planning
- Retirement Planning
- Investment Management
- Education Funding
- Business Services
Specializations
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
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
10 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ADVICE ONLY | OPEN BOOK FINANCIAL PLANNING | DIVERSO ADVISORS | CENTS OF JOY FINANCIAL PLANNING | ADVICEONLY | ADVICE ONLY, PBC
Contact Information
Main Address
1455 Frazee Rd, Suite 500, San Diego, CA 92108Phone Number
(619) 374-2261# of Employees
6SEC notice filing (15 States and Territories)
Registered to provide investment advisory services in 15 US states and territories.
Documents
Part 2 Brochures
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ADVICE ONLY | OPEN BOOK FINANCIAL PLANNING | DIVERSO ADVISORS | CENTS OF JOY FINANCIAL PLANNING | ADVICEONLY | ADVICE ONLY, PBC
State Registrations and Notice Filings
(2/3/2025)
(4/15/2025)
(5/30/2025)
(2/6/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Steven Charles Fox's CRS (Customer Relationship Summary).
Services Offered by Steven
- Financial Planning
- Risk Management & Insurance
- Cashflow & Budgeting
- Tax Planning
- Retirement Planning
- Investment Management
- Education Funding
- Business Services
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