Fox & Company Wealth Management

pay off student loans quickly

Johanna Fox Turner, CPA, CFP®, RLP® Johanna is the founder of Fox & Co. CPAs and Fox & Co. Wealth Management. Both firms use a flat fee structure for year-round planning, investment management, and tax services for physicians and dentists. 90% of our business is virtual and you can be 100% certain you’re working with a fiduciary. Johanna has 36 years of experience advising business and HNW clients on wealth protection and holistic financial planning, including tax strategies, estate planning, business operations and succession planning. For experienced, coordinated advice under one roof, schedule a free consultation with FWM’s team here.

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Fee Structure:

Base Monthly Financial Planning Fee (Choose One)

  • Ongoing subscription (24-month commitment) $525
  • One-year subscription (12-month commitment) 625

Additional Ongoing Monthly Services for Financial Planning Clients

  • Retirement Cash Flow Planning $250
  • 401(k) Liaison 175
  • Professional In-house Investment Management1
Under $500k 200
$500k to $2M 350
$2M to $5M 825
$5M to $10M 1500
$10M to $20M 2000
$20M+ 3000


Event Based Consultation2 (One-time fee)

  • Business/Practice Buy-in or Sale $3,000
  • Detailed Estate Planning 2,500
  • Contract Review 1,500

1Monthly fee based on initial amounts deposited or balanced transferred. Fee is re-assessed each year based on 12/31 aggregate household balances.

2This is consultation services only. We do not provide legal advice.