Foundation Wealth Planning

Overview

Foundation Wealth Planning is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, delivering comprehensive financial planning, portfolio management for individuals and small businesses, and selecting outside advisers on clients’ behalf. It operates as a capital allocator, employing outside fund managers for certain exposures. Fees are charged through a mix of assets-under-management (AUM)–based fees plus hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not a multi-state or newly formed adviser in the FINTRX snapshot.

Assets & Accounts

Investments & Alternatives