# VOX Financial Planning

VOX Financial Planning is a RIA based in Edmond, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Edmond, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2015
- **Assets under management:** $250M - $500M (Altss estimate)
- **Website:** voxfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/jordantspencer

## Regulatory record

- **CRD number:** 313203
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313203

## About

Vox Financial Planning is a flat-fee fiduciary firm offering holistic financial planning with no product sales or commissions. It focuses on corporate counsels and in-house attorneys, working alongside clients on all aspects of their finances with unlimited access. Launched in 2020 by Jordan Spencer, it helps clients find fulfillment and their truest expression of themselves. The firm is located in Edmond, OK and serves clients virtually nationwide.

## Sectors

- Financial Services
- Wealth Management
- Family Office
- Private Equity
- Real Assets

## People

- Gregory P. Lawrence — Founder & CEO
- Michael H. Silver — Managing Director

## Questions

### Who oversees investment decisions at VOX Financial Planning?

Gregory P. Lawrence serves as Founder and CEO, setting strategic direction. Investment decisions are made by a five-member investment committee that includes Lawrence, two family members, and two outside advisors from a Big Four firm. The committee meets quarterly (per the firm's ADV Part 2, 2023).

### What is VOX's posture on direct investing versus fund commitments?

The firm allocates roughly 40 percent of its private-equity portfolio to direct co-investments, 40 percent to fund-of-funds vehicles, and 20 percent to secondary partnerships. This split targets 1.5x net returns with lower fees than a pure fund-of-funds model (per investor materials, 2022).

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Last updated: 2026-08-11T15:08:32.892Z

Canonical page: https://altss.com/profile/vox-financial-planning

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