F
Foresight Financial Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$350,000
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Foresight Financial Advisory provides investment management, customized financial planning, and portfolio implementation services to individuals, high‑net‑worth individuals, and small businesses. The firm advises on investment strategy, retirement and tax planning, and may work with held‑away accounts or coordinate implementation through custodians and third‑party managers.
The firm combines fundamental, technical, and cyclical analysis and constructs portfolios using approaches such as core‑and‑satellite and modern portfolio theory. It documents investment guidelines, typically manages accounts on a discretionary basis when authorized, and performs regular reviews and compliance oversight of manager relationships.
Noteworthy for a firm in this category, Foresight offers periodic educational seminars and workshops and makes limited planning available on an hourly basis. The firm also pre‑screens and recommends third‑party investment managers and monitors those manager engagements, receiving a portion of the advisory arrangement for manager selection and oversight — an adviser‑selection model that is less common among peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
Divorce financial planning
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Fixed fees for financial planning ranging from $1,000 to $5,000
$0 - $249,999: 1.25% annually $250,000 - $9,999,999: 1.00% annually $10,000,000+: 0.75% annually
$200 per hour for limited planning engagements billed in 10-minute increments
Account minimum: No minimum (except as may be required by third-party investment managers) Minimum fee: Financial planning fixed fees range from $1,000 to $5,000; deposit of $500 or half of quoted fee; hourly fee of $200/hour for limited planning Fee-only: Fees are paid as asset-based fees, fixed fees, or hourly fees; no commissions are charged
Main office location
Foresight Financial Advisory
Jupiter FL, United States
Number of offices
1
Most active in
Foresight Financial Advisory has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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