Foresight Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Foresight Financial Planning provides financial planning and investment management to individual clients, including those it describes as high‑net‑worth individuals. Services include ongoing and project‑based planning as well as educational seminars and speaking engagements on personal finance topics.
The firm operates on a fee‑only basis and uses fixed recurring and project fees rather than charging a percentage of assets under management; investment management is offered alongside planning engagements and generally executed on a discretionary basis. Its process combines passive allocations using index mutual funds and ETFs with fundamental analysis of individual securities and funds, and the firm recommends a third‑party custodian platform to hold client assets.
Distinctive features noted in the brochure include a very small reported client base and asset level (about $14,924 in AUM and one client), the firm’s use of hypothetical performance illustrations in its marketing, and a formal offering of educational seminars — all of which are uncommon among independent advisers. The brochure also discloses that advisory personnel hold a Certified Student Loan Professional (CSLP) designation and that the firm may use standing letters of authorization for client‑directed transfers.
Client services
Expertise
Fee options
Project-based financial planning fees range from $1,000 to $4,000; initial financial plan fee up to $4,000
Ongoing financial planning fees range from $100 to $400 per month, paid monthly in arrears
Minimum fee: Initial comprehensive financial plan fee up to $4,000; ongoing financial planning fees ranging from $100 to $400 monthly Fee-only: Fee-only compensation; no commissions received
Main office
Alma GA
Advisors at this office
1
Most active in
Georgia
Also doing business as
Day Financial Group, LLC · Foresight Financial Planning · Foresight Financial Planning, LLC · Wellspring Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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