Deborah
Fox
Financial Alternatives, Inc
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About this Advisor
Deborah Fox is a financial advisor operating in La Jolla, California who has 2 years of relevant experience. Fox is on the advisory team at Financial Alternatives, Inc. Throughout their career, they have worked at Securities America, Inc, Securities America Advisors, Inc, Fox College Funding LLC, Essential Planning Services, LLC and Advisortouch. Fox has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in California. Financial Alternatives, Inc is a financial advisory firm operating out of La Jolla, CA. The investment advisory business has a total of 13 employees. It has $459 million in total assets between its 1,223 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm serves one charities and foundations. Of its 1,223 accounts, 50% are held by high-net-worth individuals who have at least $1 million in assets. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely are based on the financial services provided. However, fees billed by Financial Alternatives, Inc likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Alternatives, Inc Brokerage Details
$458,983,612
13
1,223
$375,293
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Deborah Fox Work History
Deborah has been registered as a financial advisor for 2 years.*
Advisortouch
Essential Planning Services, LLC
Fox College Funding LLC
Securities America, Inc
Securities America Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Deborah Fox to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Alternatives, Inc
La Jolla, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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