VOX FINANCIAL PLANNING

VOX FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 313203). Regulatory assets under management: $452K.

Registration

• CRD: 313203
• Type: Registered investment adviser
• Phone: 405-585-7393
• Latest filing: 2026-03-05
• Regulatory AUM: $452K
• Discretionary AUM: $452K
• Clients: 1
• Accounts: 11

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313203 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search