Fox Hill Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, business succession planning, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Fox Hill Wealth Management reports 410 clients. They include 326 individual clients, 79 high-net-worth individuals, and 5 corporations and other businesses. Of its assets, 100.0% ($290M across 1,244 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 80% | 29% |
| High-net-worth individuals | 19% | 70% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 326 | $85M | 29.3% | $261K |
| High-net-worth individuals | 79 | $203M | 70.0% | $2.57M |
| Corporations and other businesses | 5 | $1.93M | 0.7% | $386K |
| Total | 410 | $290M | 100% | $708K |
- Clients
- 326
- Regulatory AUM
- $85M
- AUM share
- 29.3%
- Avg. per client
- $261K
- Clients
- 79
- Regulatory AUM
- $203M
- AUM share
- 70.0%
- Avg. per client
- $2.57M
- Clients
- 5
- Regulatory AUM
- $1.93M
- AUM share
- 0.7%
- Avg. per client
- $386K
Total
- Clients
- 410
- Regulatory AUM
- $290M
- AUM share
- 100%
- Avg. per client
- $708K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Fox Hill Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- A financial plan is a fixed fee of $500 to $7,500, negotiable, with half paid in advance; additional planning support is $400 per hour.
Eric Benz owns 25% to 50% of Fox Hill Wealth Management. The leadership team of Fox Hill Wealth Management includes Chief Compliance Officer Eric Benz. It has 8 employees, 7 of them in advisory roles.
Staff
- 8 employees
- 7 in advisory functions
- 7 state-registered reps
- Owns 25% to 50% of Fox Hill Wealth Management
Eric Benz
Control person · since May 2022
- Owns 25% to 50% of Fox Hill Wealth Management
William Ryan
Control person · since May 2022
- Owns 25% to 50% of Fox Hill Wealth Management
Adam McDonald
Control person · since May 2022
Fox Hill Wealth Management’s regulatory assets grew 1.9× from $155M (April 2023) to $290M (March 2026); clients rose from 298 to 410 and employees from 6 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $290M | 410 | 8 | 2 |
| Mar 2025March 2025 | $252M | 372 | 9 | 2 |
| Jul 2024July 2024 | $198M | 302 | 8 | 2 |
| Apr 2023April 2023 | $155M | 298 | 6 | 1 |
Besides its headquarters, Fox Hill Wealth Management has 1 office, with 2 listed addresses across 2 states.
Massachusetts · 1 listed address
- 84 Bridge Street, DedhamHQ
Rhode Island · 1 listed address
- 38 Bellevue, Newport
Contact and registration details
- Legal name
- Fox Hill Wealth Management
- Headquarters
- 84 Bridge Street, Dedham, MA 02026
- Website
- foxhillwealth.com
- Phone
- 781-613-2600
- @89285857
- SEC file
- 801-127922
- Structure
- Massachusetts corporation
- Fiscal year end
- December
Fox Hill Wealth Management’s named custodians for separately managed accounts are Charles Schwab ($269M, 93%) and Altruist ($21.1M, 7%). Fox Hill Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $269M93%
- AltruistAltruist Financial LLC · Dallas, TX · $21.1M7%
At year end, Fox Hill Wealth Management’s separately managed accounts were mostly in stocks (68%) and bonds (14%). Its reported 13F holdings for the quarter ended 30 June 2026 total $249M across 120 positions; the largest are Microsoft Corp. (6.6%), Nvidia Corporation (5.8%) and Apple Inc. (5.1%).
What the accounts hold
- Stocks68%
- Funds12%
- Bonds14%
- U.S. government and agency bonds12%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash6%
How many clients does Fox Hill Wealth Management have?
Fox Hill Wealth Management has 410 clients and manages $290 million for them, as of March 2026. They include 326 individual clients, 79 high-net-worth individuals, and 5 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Fox Hill Wealth Management offer?
Fox Hill Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, business succession planning, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Fox Hill Wealth Management use?
Fox Hill Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $269M and Altruist Financial LLC (Dallas, TX), with $21.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Fox Hill Wealth Management have?
Fox Hill Wealth Management has 7 investment adviser representatives registered with state securities authorities, out of 8 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Fox Hill Wealth Management invest in?
At the end of its last fiscal year, Fox Hill Wealth Management’s separately managed accounts held 68% exchange-traded equities, 12% U.S. government and agency bonds, 12% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Fox Hill Wealth Management?
Fox Hill Wealth Management’s direct owners are Eric Benz, William Ryan and Adam McDonald, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Fox Hill Wealth Management get paid?
Fox Hill Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Fox Hill Wealth Management?
Fox Hill Wealth Management’s main office is at 84 Bridge Street, Dedham, MA 02026. Its phone number is 781-613-2600. Its website is foxhillwealth.com.