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Advisors / Arizona / Cave Creek
18yrs

Amanda Fox

Financial advisor at Strategic Advisers

Based in Cave Creek, Arizona, Amanda Fox is a financial advisor with 18 years of industry experience. Amanda joined Strategic Advisers in 2025, after three years at Fidelity Personal and Workplace Advisors and a year at Morgan Stanley. Amanda holds the CFP® designation.

One of 31 advisors with offices in Cave Creek.

Cave Creek, AZCFP®Top 19% by experience at Strategic Advisers
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At a glance

Experience18 years (since 2008)
How that compares ?Top 19% by experience at Strategic Advisers
OfficeCave Creek, AZ
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state

Services through Strategic Advisers

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. Mar 2025 – now
  2. 2021 – 2025
    Fidelity Personal and Workplace AdvisorsPreviously
  3. May 2020 – Aug 2021
    Morgan StanleyPreviously

Contact Amanda

Cave Creek, AZOffice · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MA

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Questions to ask Amanda

Tailored to Amanda’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Amanda

How do I contact Amanda?

Call Strategic Advisers at (617) 563-7000 and ask for Amanda Fox. Amanda works from the Cave Creek, AZ office.

How long has Amanda been a financial advisor?

Amanda has been in the industry since 2008, about 18 years. Top 19% by experience at Strategic Advisers.

What licenses does Amanda hold?

Series 63. Tap any license on this page to see what it allows.

Is Amanda a fiduciary?

Amanda is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Amanda paid?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Amanda 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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