Foundation Wealth Planning

Foundation Wealth Planning provides discretionary asset management and financial planning to individual and high‑net‑worth clients, offering ongoing portfolio management, comprehensive financial plans, and hourly consulting. The firm delivers investment advice tied to clients’ goals and risk tolerances and may incorporate third‑party managers or model portfolios as part of its service offering.

The firm’s investment approach blends fundamental analysis and Modern Portfolio Theory and is implemented through discretionary trading authority, use of sub‑advisors, and model portfolios available on its custody platform. It also offers values‑based options, including Biblically Responsible Investing, and relies on mutual funds and ETFs (including availability of certain Dimensional Fund Advisors funds) to construct diversified portfolios; clients generally retain proxy voting responsibility unless a sub‑advisor is engaged.

Notable operational disclosures include participation in a model marketplace and a custodial support arrangement that provides economic benefits to the firm when platform asset thresholds are met, a relationship the brochure identifies as a potential conflict of interest. The firm also discloses management’s outside professional activities and participation in a paid referral program, and outlines execution and operational choices—such as not aggregating trades and fund availability constraints—that may affect trade execution and portability.