A complete list of active advisors currently associated with Foundation Financial Planning, LLC

Warmer can help you find a great advisor at Foundation Financial Planning, LLC or one who fits your needs even better.

Foundation Financial Planning, LLC provides outsourced financial planning and modeling services to other advisory firms, acting as a contracted back-office and subject-matter resource rather than serving retail investors directly. Services include data review and entry, lifetime cash-flow and Monte Carlo modeling, goals-based planning, and preparation of deliverables that the hiring advisor presents to their clients. The firm does not manage assets, take custody, or exercise investment discretion; instead it uses analytical tools chosen by its clients (for example, Excel, eMoney, or Right Capital) to generate scenarios and offer feedback that the hiring advisor may incorporate. Engagements are limited in scope and typically conclude at plan delivery unless the advisor requests ongoing updates, and the firm is compensated through hourly and fixed-fee arrangements rather than percentage-of-assets fees. What distinguishes this firm from many peers is its explicit business-to-business model—working primarily for other investment advisers—and its use of hourly billing and fixed-fee projects in place of AUM-based compensation. It also routinely subcontractS specialized professionals (tax, estate, and insurance consultants) to provide bundled planning deliverables and serves as a recurring planning resource for advisors rather than as a portfolio manager.

To learn more about the advisors currently working at Foundation Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.