# Willcox Wealth Management

> Willcox Wealth Management is a state-registered investment advisory firm in New York, NY, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 3, 2026.

- CRD: 335728
- Filed as: WILLCOX WEALTH MANAGEMENT
- Legal name: Willcox Wealth Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335728
- AdvisorCensus page: https://advisorcensus.com/firm/willcox-wealth-management-new-york-ny-335728

## Quick answers

**How is Willcox Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Willcox Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Willcox Wealth Management located?**
Willcox Wealth Management's principal office is in New York, NY, according to its Form ADV.

**Is Willcox Wealth Management registered with the SEC or a state?**
Willcox Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335728.

**How much does Willcox Wealth Management manage?**
Willcox Wealth Management reports $3,347,645 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (100% discretionary).

**What types of clients does Willcox Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7).

**Does Willcox 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/335728

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $3,347,645
- Discretionary: $3,347,645
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $2,033,295 |
| High net worth individuals | Fewer than 5 | $1,314,350 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- willcoxwealthmanagement.com
- LinkedIn @willcox-wealth
- LinkedIn @cameron-willcox-cfp®-3618569b

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Willcox Wealth Management (CRD 335728): Form ADV filing data as of October 2026.