Sure Foundation Wealth Planning, LLC

RIASEC Registered

Total AUM

$11.4M

Discretionary

$11.4M

100% of AUM

Avg account

$2.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 305938
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI88.32%
Individuals11.68%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sure Foundation Wealth Planning, LLC is a small, privately owned LLC that provides financial planning and portfolio management primarily for individuals, small businesses, and business/institutional clients. The firm charges fees using a mix of AUM-based percentages, hourly rates, and fixed fees rather than transactional commissions. Filings indicate the firm does not position itself as a capital allocator, and it is not identified as an active ESG investor or a multi-state adviser.