Cox Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Services are offered based on a negotiable hourly rate of $150 per hour.”

Flat or project fee

$295⁠-⁠$2,995

“Services are offered based on a negotiable flat fee ranging between $295 and $2,995 based on the complexity of the plan and the client’s needs.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Cox Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of each quarter.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
• “Client may cancel services within five (5) days of signing the advisory agreement for a full refund.”

How Cox Advisors, LLC’s fees compare

• Its hourly rate of $150 is below the Arizona median of $275. 4% of the 195 other Arizona planners that publish an hourly rate charge less.
• 1 of the 15 other planners in Gilbert that publish an hourly rate charge less.
• Its flat or project fee of $295-$2,995 is below the Arizona median of $3,100. 23% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 5 of the 14 other planners in Gilbert that publish a flat or project fee charge less.

About Cox Advisors, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

96

Employees

2

Works with

Individuals, high net worth individuals, and pooled investment vehicles

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and educational seminars and workshops

Assets managed

$19,647,818

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

174431

Website

coxadvisors.com (opens in new tab)

Phone

(480) 264-5170

Other planners in Gilbert that publish fees

• Brightguide FinancialGilbert$299⁠-⁠$4,999
• Build Wealth PartnersGilbert$300/hr, $1,000/mo
• Clarity Wealth Management, L.L.C.Gilbert$150⁠-⁠$250/hr
• Clear Skies FinancialGilbert$150/hr, $1,000⁠-⁠$2,000
• Coats Wealth ManagementGilbert$450/hr, $450
• East Valley Wealth LLCGilbert$300⁠-⁠$500/hr, $2,000⁠-⁠$10,000

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