Morgan Stanley
46yrs
Top advisor by experience in Palo Alto
20yrs
Roderick Fox
Financial advisor at Wells Fargo Advisors
Roderick Fox is a fiduciary financial advisor in Palo Alto, California, with 20 years in the industry. After a year at J.P. Morgan Securities, Roderick joined Wells Fargo Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 574 advisors with offices in Palo Alto, and one of 547 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 62% of advisors in Palo Alto
Office301 University Ave 2nd, 3rd, & 4th FLS [Nd-Rbo], Palo Alto, CA 94301
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2024 – nowWells Fargo Clearing Services, LLCCurrent firm
- Feb 2023 – Aug 2024J.P. Morgan Securities LLCPreviously
- 2014 – 2023Wells Fargo Clearing Services, LLCPreviously
Questions to ask Roderick
Tailored to Roderick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Roderick
How do I contact Roderick?
Call Wells Fargo Advisors at 314-875-3000 and ask for Roderick Fox. Roderick works from the Palo Alto, CA office.
How long has Roderick been a financial advisor?
Roderick has been in the industry since 2007, about 20 years. More experience than 62% of advisors in Palo Alto.
What licenses does Roderick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Roderick a fiduciary?
Roderick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Roderick paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Roderick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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