Fox Hill Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$7,500

“We charge a fixed fee of $500 - $7,500 for the development of a Financial Plan.”

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

How Fox Hill Wealth Management bills

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

• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Financial planning fees are paid via electronic funds transfer, 8 credit/debit card, or check.”

How Fox Hill Wealth Management’s fees compare

• Its flat or project fee of $500-$7,500 spans the Massachusetts median of $4,750. 45% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Dedham that publish a flat or project fee charge less.

About Fox Hill Wealth Management

• Firm size: 8 employees.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

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

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

405

Employees

8

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$290,160,485

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

321881

Website

facebook.com/Fox-Hill-Wealth-Management-101548219356484 (opens in new tab)

Phone

(781) 613-2600

Can advise clients in 13 states: California, Colorado, Florida, Massachusetts, Maryland, North Carolina, New Hampshire, New York, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia

Other planners in Dedham that publish fees

• Beck Bode LLCDedham$500⁠-⁠$12,000
• Financial Solutions AssociatesDedham$300
• Gregory M Doherty, CPADedham$250/hr
• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000

Compare all 6 planners in Dedham