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Don Earl Foster

Advisor at Raymond James Financial — Tuscola, TX

Updated today

Credentials

Series 63

Experience

43 years

Location

Tuscola, TX

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,974 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Don Foster is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 43 years of industry experience. He has worked with Raymond James Financial Services since 1990 and holds roles at related firms including Westex Investment Services and The Bank & Trust. Foster serves as a power of attorney for family members, managing personal legal and financial responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm employs tailored, non-discretionary planning and analytical tools, and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Tuscola, TX

Tuscola TX

Advisors at this office

1

Most active in

New Mexico · Texas

Work history

43 years of industry experience

The Bank & Trust

2019 - Present • 7 years

San Angelo, TX

SF&H Real Estate Investment

2013 - 2017 • 4 years

San Angelo, TX

Westex Investment Services, Inc.

2009 - Present • 17 years

San Angelo, TX

Raymond James Financial

2009 - Present • 17 years

San Angelo, TX

Raymond James Financial Services, inc.

1990 - Present • 36 years

San Angelo, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Gregory O

Series 65

Abilene, TX

William Madison Advisors, Inc.

Gregory Oglesby is a Series 65-licensed financial advisor with William Madison Advisors, Inc. in Abilene, TX, where he has worked since 2019. He has six years of industry experience, including five years at Abilene Christian University prior to joining his current firm. William Madison Advisors is a fee-only registered investment adviser providing discretionary investment management, consultation, and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm emphasizes customized investment policy statements and long-term asset allocation, managing approximately $498 million in client assets across nearly 500 relationships.

General retirement planning Wealth management College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting Founder/Business Owner Retired
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Rachel E

CFP®

Abilene, TX

William Madison Advisors, Inc.

Rachel Evans is a CFP® professional with five years of experience at William Madison Advisors, Inc. Prior to joining William Madison Advisors, she worked at Condley & Company and KPMG. William Madison Advisors serves individuals, trusts, retirement plans, foundations, and other institutions with fee-only investment management, financial planning, and investment consultation. The firm emphasizes long-term asset allocation guided by a written Investment Policy Statement and an integrated financial planning process, supported by third-party research and an internal investment committee.

General retirement planning Wealth management College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting Founder/Business Owner Retired
user avatar

Cary B

CFP®, PFS™

Abilene, TX

William Madison Advisors, Inc.

Cary Beard is a CFP® and PFS™ with 20 years of experience in financial advising. He has worked at William Madison Advisors, Inc. since 2018 and previously spent 12 years at Carter Asset Management, Inc. In addition to his advisory role, he serves as president and managing tax partner of Carter & Beard, PC, a public accounting firm. William Madison Advisors serves individuals, trusts, retirement plans, foundations, and institutions with fee-only investment management and financial planning. The firm emphasizes long-term asset allocation guided by a written Investment Policy Statement and integrates personal financial planning with discretionary portfolio management.

General retirement planning Wealth management College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting Founder/Business Owner Retired
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Benjamin M

Series 66

Abilene, TX

Sanctuary Advisors, LLC

Benjamin McAnally is a financial advisor at Sanctuary Advisors, LLC with 18 years of industry experience. He holds a Series 66 credential and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is a member of an LLC involved in retail clothing and accessories with his spouse. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports over 400 independent advisors who offer a range of portfolio management strategies and financial planning services, utilizing various analytical approaches and maintaining fiduciary standards under written agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Michael H

Series 63, Series 66

Abilene, TX

Sanctuary Advisors, LLC

Michael Hull is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Bank of America and Merrill before joining Sanctuary Advisors in 2021. Hull serves as secretary and board member of the Buffalo Gap Chamber of Commerce, a local nonprofit organization. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and financial planning using varied analytical approaches and manages accounts on both discretionary and non-discretionary bases.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
user avatar

Bill B

Series 66

Abilene, TX

Sanctuary Advisors, LLC

Bill Burnes is a financial advisor at Sanctuary Advisors, LLC in Abilene, TX. He holds the Series 66 designation and has recent experience at Sanctuary Securities, Inc. and the University of Mississippi. Outside of finance, he has worked in moving and storage services as well as retail. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients through a network of over 400 independent adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and employs various analytical approaches while acting as a fiduciary where agreements exist.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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