Golden Foundation Advisors
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About
Golden Foundation Advisors LLC is a fee-only independent investment adviser that provides ongoing financial planning and investment management to individuals and high-net-worth clients. The firm offers collaborative financial planning engagements and portfolio management, typically using percentage-of-assets billing for managed accounts alongside recurring fixed fees for planning services.
The adviser implements client-specific asset-allocation strategies across stocks, bonds, mutual funds, and ETFs, with a primary emphasis on passive investment construction and use of diversified funds; it accepts discretionary trading authority when clients agree. The firm recommends and operates through an institutional custodial platform and conducts semi-annual reviews of managed accounts as part of its ongoing monitoring.
Distinctive features include its small, newly formed structure that nevertheless is not organized as a solo practitioner, indicating additional staff capacity and institutional support atypical for peers of this size. As of April 2026 the firm reported no assets under management or clients, and its principal brings a CPA credential and experience at large financial institutions and advisory firms, which may set the firm apart from other start-up independents.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.75% $1,000,001 - $3,000,000: 0.50% $3,000,001 - $15,000,000: 0.25% $15,000,001+: 0.15%
Minimum fee: Fixed quarterly fees for Financial Planning services range from $625 to $2,500, based on complexity and client needs. Fee-only: Yes, described as fee-only firm compensated solely by clients for advisory services.
Main office
Chicago IL
Advisors at this office
1
Most active in
Illinois · Massachusetts
Also doing business as
Golden Foundation Advisors · Golden Foundation Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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