Willcox Wealth Management

Overview

Willcox Wealth Management is an independent, owner-operated registered investment adviser organized as an LLC. The firm focuses on individual and family clients, providing financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers when appropriate. Its fee model includes both a percentage-of-assets component and fixed fees. The firm identifies as a capital allocator, which suggests it can place client capital with third-party managers as part of portfolio construction. The adviser is not flagged as an active ESG investor, does not present itself as a multi-state adviser, and does not list pension consulting or related-adviser activities.

Assets & Accounts

Investments & Alternatives