Vox Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$2,500

“Clients should understand the fees of both Advisor and Sub-Advisor to understand the total costs of services. 6 Financial Review Fee The Financial Review fee is a fixed fee of $500 to $2,500 depending on the scope of the review; with one half of the fee collected at the time the appointment is made and the balance…”

Annual fee

$5,000⁠-⁠$50,000/yr

“Wealth Management Fee For these services, Advisor charges an annual fixed fee ranging between $5,000 - $50,000.”

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

How Vox Financial Planning bills

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

• “Advisor’s fee is generally not negotiable.”
• “The client’s fee is calculated annually and payable quarterly, in advance.”
• “At Advisor’s discretion, clients may choose to pay via check, credit card or ACH using Advisor’s selected thirdparty payment vendor.”

How Vox Financial Planning’s fees compare

• Its flat or project fee of $500-$2,500 is below the Oklahoma median of $2,875. 20% of the 35 other Oklahoma planners that publish a flat or project fee charge less.
• None of the 6 other planners in Edmond that publish a flat or project fee charge less.
• Its annual fee of $5,000-$50,000 is above the Oklahoma median of $5,000. 100% of the 11 other Oklahoma planners that publish an annual fee charge less.
• 2 of the 2 other planners in Edmond that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Vox Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Minimum

$5,000 minimum fee (stated in brochure)

Clients

6

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$452,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

313203

Website

voxfinancialplannning.com (opens in new tab)

Phone

(405) 585-7393

Other planners in Edmond that publish fees

• Blessed Financial Investments, LLCEdmond$100⁠-⁠$500/hr, $1,000⁠-⁠$3,000
• Conkin Financial Group, Inc.Edmond$10,000
• Dean Davis Wealth LLCEdmond$500⁠-⁠$5,000
• Dustin Rippetoe LLCEdmond$1,000/mo, $3,500/yr
• Entrust Parable Capital, LLCEdmond$120⁠-⁠$200/hr
• Main Street Investment ManagementEdmond$1,500⁠-⁠$5,000

Compare all 17 planners in Edmond