Fox Wealth Management Group, LLC is an independent fiduciary retirement planning and wealth management practice located on Trinity Boulevard in Trinity, Florida, serving retirees, women in transition, and families across Trinity, New Port Richey, Tarpon Springs, and Odessa. Founded and led by CEO and Managing Partner Linda J. Fox, CFP®—a Certified Financial Planner™ professional with more than 25 years of experience—the practice provides comprehensive retirement income planning, tax-aware investment management, and estate coordination through Cetera Investment Advisers LLC.
Official Verification Sources: FINRA BrokerCheck Profile (Linda Joyce Fox, CFP®); SEC Investment Adviser Public Disclosure (Cetera Investment Advisers LLC); Fox Wealth Management Group Official Website
Issuer: SEC / FINRA (Cetera Investment Advisers LLC)
Notes: SEC File #801-20406; fiduciary investment advisory services offered through Cetera Investment Advisers LLC (CRD #105644) and securities offered through Cetera Wealth Services, LLC (Summit Financial Networks).
Issuer: CFP Board / FINRA / SEC
Notes: Founded and led by CEO & Managing Partner Linda Joyce Fox, CFP® (CRD #4152983), active Certified Financial Planner™ practitioner advising West Pasco families since 2000.
Factual details and direct answers about Fox Wealth Management Group, LLC's services, licensing, and credentials.
Who leads Fox Wealth Management Group in Trinity?
The practice is led by CEO and Managing Partner Linda J. Fox, CFP® (CRD #4152983), a Certified Financial Planner™ professional who has advised West Pasco retirees and families since 2000.
How is Fox Wealth Management Group registered for fiduciary advisory services?
Fox Wealth Management Group provides fiduciary investment advisory services through SEC-registered Investment Adviser Cetera Investment Advisers LLC (CRD #105644, SEC File #801-20406) and Summit Financial Networks.
Where is Fox Wealth Management Group located in Trinity?
The office is located in the Trinity professional corridor at 11161 Trinity Boulevard, Trinity, Florida 34655, just west of Little Road.
Connect with complementary legal, financial, and residential providers serving seniors in Trinity and Pasco County.
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
How to Find the Right Financial Planner →
Checklist for evaluating fiduciary credentials, fee structures, and SEC/FINRA records.
Financial Planning for Florida Seniors →
Strategies for retirement income, long-term care funding, and tax efficiency in Florida.
Florida Senior Property Tax Exemptions →
Homestead exemptions and Save Our Homes assessment caps for Florida senior homeowners.
Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.