F
Foster Strategic Wealth Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
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
Foster Strategic Wealth Partners, LLC provides discretionary portfolio management and financial planning services primarily to individuals and small business owners. Portfolios are generally constructed with low‑cost exchange‑traded funds and mutual funds and are monitored on an ongoing basis.
The firm uses structured client discovery and risk‑tolerance questionnaires and spreadsheet‑based portfolio modeling to align investments with goals, time horizon, and risk capacity, following a long‑term, goals‑based approach with periodic rebalancing. Methodologies disclosed include fundamental and technical analysis and Modern Portfolio Theory, with limited use of individual securities when appropriate.
Notably, the managing member is separately employed as an accountant and is an Enrolled Agent, providing tax and accounting services outside the advisory practice (clients are not required to use those services). FSWP also provides financial planning on an hourly or project basis in addition to charging asset‑based management fees, and was newly registered with no assets under management as of the brochure date.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
General tax planning
Occupation focus
Founder/Business Owner
Fee options
Project-Based Fees: $500 to $10,000
$0+: 0.75% +: 1.25%
$300 per hour
Main office location
Foster Strategic Wealth Partners, LLC
12 Peck St
Rehoboth MA 02769, United States
Number of offices
1
Most active in
Foster Strategic Wealth Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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.
-
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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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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