Foster Strategic Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
Project-Based Fees: $500 to $10,000
$0+: 0.75% +: 1.25%
$300 per hour
Main office
12 Peck St
Rehoboth MA 02769
Advisors at this office
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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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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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.
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