A complete list of active advisors currently associated with Foundation Wealth Planning

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

Foundation Wealth Planning provides discretionary asset management and financial planning primarily to individual and high‑net‑worth clients, reporting about $7.8 million in discretionary assets across a small client base. Services include ongoing portfolio management, full financial plans and hourly consultations, and the firm may offer planning at no additional cost for certain asset levels; it does not impose a formal account minimum. The firm’s investment process blends fundamental analysis with Modern Portfolio Theory and is typically implemented on a discretionary basis; it may subscribe to third‑party model portfolios, hire sub‑advisors, and use outside managers to execute portions of client allocations. Foundation Wealth Planning also accommodates values‑based approaches such as Biblically Responsible Investing, utilizes Dimensional Fund Advisors (DFA) mutual funds in some strategies, and discusses digital assets only as speculative options. Notably for a small independent RIA, the firm is not a solo practitioner and maintains additional operational relationships, including participation in Altruist’s Model Marketplace and a paid referral program through Arimathea, which are disclosed in the brochure. The brochure also discloses that a supervised person performs financial planning for another independent RIA and that use of sub‑advisors and DFA funds can affect portability of certain investments—factors prospective clients may wish to consider.

To learn more about the advisors currently working at Foundation Wealth Planning, 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.