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

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

Foundations Financial Planning provides personalized, fee-only financial planning and investment advice to individuals as well as trusts, estates, charitable organizations and small business entities. Services described in the brochure include limited-scope hourly planning, ongoing investment advice, comprehensive financial planning and retainer arrangements. The firm’s investment approach emphasizes strategic asset allocation with a core-and-satellite structure that typically uses passive index funds and ETFs as the core and selectively adds active funds, with portfolios globally diversified to manage risk. Advice is delivered as recommendations supported by planning and research tools (e.g., financial planning and Morningstar research software); the firm does not act as custodian or trade discretionary client accounts — clients make and execute final investment decisions. Notable differences from many peers include reporting no assets under management and not accepting discretionary portfolio management for client accounts, as well as not charging standard percentage-of-AUM fees; instead the firm uses hourly, flat and retainer fee arrangements. The brochure also discloses a succession agreement with another registered adviser for an eventual client transition and that the firm does not provide its own performance statements, directing clients to custodial account reports.

To learn more about the advisors currently working at Foundations 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.