Specialties
Young Professionals, Families With Young Children, Military & Veterans, Student Loans
Latest Posts
Steven Fox, CFP®, EA
AdviceOnly
BIO
Steven Fox is the founder of AdviceOnly, a support platform for financial advisors who focus on planning over products or investments. He is a CERTIFIED FINANCIAL PLANNER™ and a consultant to various financial technology companies. He started AdviceOnly in 2024 after successfully launching and growing his own financial planning firm, Next Gen Financial Planning in San Diego, from 2015 - 2024. He is also the founder of Next Gen Tax Prep and the San Diego Financial Advisors Network.
Website
https://www.adviceonly.com
Phone
(619) 374-2261
Address
1455 Frazee Rd
Suite 500
San Diego, CA 92108
Important Note:
I am not currently taking on financial planning clients, as I’m focused on preparing to launch the adviceonly.com support platform.