# Fox Hill Wealth Management

> Fox Hill Wealth Management is an SEC-registered investment advisory firm in Dedham, MA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 321881
- Filed as: FOX HILL WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dedham, MA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/321881
- AdvisorCensus page: https://advisorcensus.com/firm/fox-hill-wealth-management-dedham-ma-321881

## Quick answers

**How is Fox Hill Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Fox Hill Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Fox Hill Wealth Management located?**
Fox Hill Wealth Management's principal office is in Dedham, MA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Fox Hill Wealth Management registered with the SEC or a state?**
Fox Hill Wealth Management is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 321881.

**How much does Fox Hill Wealth Management manage?**
Fox Hill Wealth Management reports $290,160,485 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Fox Hill Wealth Management's assets and staff changed since 2023?**
In the Form ADV data for Fox Hill Wealth Management: Regulatory assets under management: $154,594,204 in the October 2023 data and $290,160,485 in the October 2026 data, up 88%. Total employees: 6 in October 2023 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fox Hill Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (326); high net worth individuals (79); corporations or other businesses not listed above (5).

**Which custodians does Fox Hill Wealth Management use?**
Fox Hill Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Fox Hill Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/321881

**Does Fox Hill Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "We do not have a minimum account size requirement."

**What changed in Fox Hill Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $251,789,085 to $290,160,485 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: None

> We do not have a minimum account size requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $290,160,485
- Discretionary: $290,160,485
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 326 | $85,007,915 |
| High net worth individuals | 79 | $203,224,901 |
| Corporations or other businesses not listed above | 5 | $1,927,669 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2023 (3 years)
- Employees: 8 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, MA, MD, NC, NH, NY, PA, RI, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Newport, RI

### Websites listed on Form ADV (Item 1.I)
- foxhillwealth.com
- foxhillwealthmanagement.com
- open.spotify.com/show/1PEIOMdjP2UCYjREa3Bj9s
- Facebook @Fox-Hill-Wealth-Management-101548219356484
- Instagram @ericbenzz
- Instagram @foxhillwealth
- LinkedIn @89285857
- LinkedIn @eric-christopher-benz
- LinkedIn @william-n-ryan-cfp®-6062632
- TikTok @fox.hill.wealth.m
- YouTube @UCpfcH5tAbW_lIyMZnRxgY2g

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $154,594,204 | 6 | April 3, 2023 |
| October 2024 | $198,428,304 | 8 | July 22, 2024 |
| October 2025 | $251,789,085 | 9 | March 31, 2025 |
| October 2026 | $290,160,485 | 8 | March 30, 2026 |

Regulatory assets under management: $154,594,204 in the October 2023 data and $290,160,485 in the October 2026 data, up 88%.
Total employees: 6 in October 2023 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $251,789,085 to $290,160,485 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fox Hill Wealth Management (CRD 321881): Form ADV filing data as of October 2026.