Foresight Financial Planning
RIAState Registered
Total AUM
$14.9K
Discretionary
$14.9K
100% of AUM
Avg account
$3.7K
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 329830
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Foresight Financial Planning is an independent, Georgia-based limited liability company organized to serve individual and family clients. The firm is owned by an individual and runs a fee-for-service model using fixed fees. Its stated activities center on financial planning, portfolio management for individuals and small businesses, and conducting educational seminars and workshops. The firm does not position itself as a capital allocator or pension consultant, and it does not list ESG investing as part of its offering.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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