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1455 Frazee Rd, Suite 500, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-06 |
| TX | RA | APPROVED_RES | 2025-05-30 |
| PA | RA | APPROVED | 2025-04-15 |
| CA | RA | APPROVED | 2025-02-03 |
Branch Locations
1455 Frazee Rd, Suite 500, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Gen Financial Planning | San Diego | CA | 01/2016 | 08/2024 |
| Advice Only | San Diego | CA | 10/2024 | Present |
| Next Gen Tax Prep | San Diego | CA | 01/2024 | Present |
Steven Fox is a Minority Owner and Board Member of GPN Alliance, a member owned corporation, which owns and manages the Garrett Planning Network. This activity amounts to less than 1% of his time outside of trading hours per month. This activity began in 06/2025. Non - Investment related, located at 1455 Frazee Rd, Suite 500 San Diego, CA 92108 Steven Fox is Co - Founder of Advice Only Planners Association. The organization supports the advice only planning community. This activity amounts to less than 5% of his time outside of trading hours per month. This organization was created in 10/2025. Non - Investment related, located at 1455 Frazee Rd, Suite 500 San Diego, CA 92108
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-19 |
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