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Russell L Fox, CFP®, CLU®, ChFC®
CERTIFIED FINANCIAL PLANNER® Practitioner

Skeels & Fox Wealth Management

300 E. Esplanade Dr. #1800

Oxnard, CA 93036
(805) 4855555

Lifestyle Based Investing™

About Skeels & Fox Wealth Management

Financial Planning Solutions

Your finances are made up of many moving parts. From cash flow, to taxes, asset protection and investment management you can expect a comprehensive planning experience when working with Skeels & Fox Wealth Management.

First, we will work with you to identify your financial goals and objectives. From there we will create a financial plan and investment strategy that focuses on your specific needs to set you on a course for success.

Planning / Investing

Our comprehensive planning and portfolio management services look at all the following areas to create a holistic plan:

-Retirement income and distribution planning -Asset Protection -Investments -Retirement planning -Income tax saving strategies -Estate planning and risk management / insurance

Our goal is to create financial plans that provide benefits such as: saving on taxes, offers a clear investment strategy that provides you the necessary growth and income you need with risk reduction techniques to achieve your goals, knowing when you can retire and maximizing social security benefits. With our advice and assistance you will get things done and implemented. Our motto is "We'll take care of the tough stuff so you can enjoy the fun stuff!"

Our Cost of Services

We are paid via a percentage of the assets we manage for clients with $500,000 or more of investable assets.

We develop deep and lasting relationships with our clients to support them in making the best financial decisions throughout their lives.

We look forward to working with you.

General Information

Firm Start Year

1993

No.of Employees

5-9

CRD#

2267353

Firm CRD#

8032

Insurance License#

0B06003

Name of Broker/Dealer

CommonWealth Financial Network

Name of Custodial Firm

National Financial Services

States Licensed in

AZ, CA, CO, ID, NV, OR, TX, SC, WY

Years of Experience in Financial Services

27

Number of Years with Current Firm

27

Services

Investment Types

Mortgages & Real Estate, Stocks, Options & Futures, Bonds, Mutual Funds, Annuities, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Insurance, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At my office, Video Conference, Via phone

Compliance

Registered Investment Advisor

No

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

No

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 63, Series 65, Series 7

Insurance and Annuity Licenses

Annuity, Disability, Long Term Care, Variable Annuity, Variable Life, Life

Compensation and Fees

Fee Structure

Fee-Based

Education

Bachelor of Science - Business Administration

University of Southern California
1988 - 1991

Disclosures

Disclaimer

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, GA, ID, KS, MA, MD, NV, OH, OR, SC, TN, TX, UT, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. The Financial Advisors of Skeels and Fox Wealth Management are Registered Representatives and Investment Adviser Representatives with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser.