Fox & Company Wealth Management
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.
- Services: Financial planning, investment management, tax strategizing, tax preparation
- Fee Structure: Flat-fee
- Location: Mayfield and Paducah, KY
- Fox and Co Wealth Mgmt Financial Advisor Application, ADV2
- Website, [email protected], (270) 247-0555
Latest WCI Podcast Appearance:
Fee Structure:
- Financial Checkup – $4,000
- Basic $1,250/quarter + initial setup fee of $1000
- Premium $2,500/quarter + initial setup fee of $1500
- Concierge $3,750/quarter + initial setup fee of $2000