FOUNDATION WEALTH PLANNING

Overview

Foundation Wealth Planning is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm positions itself as a fee-for-service planner and portfolio manager, charging a mix of percentage-of-AUM, hourly and fixed fees. Its advisory activity centers on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers when clients require specialist strategies. Foundation Wealth Planning reports acting as a capital allocator for clients, favoring publicly traded pooled vehicles as the core building blocks of client portfolios while allocating selectively to alternative asset exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices