A complete list of active advisors currently associated with Phoundational LLC

Warmer can help you find a great advisor at Phoundational LLC or one who fits your needs even better.

Phoundational LLC is an independent, fee‑only registered investment adviser that provides financial planning and investment consulting to a small client base that includes individuals, high‑net‑worth clients, charitable organizations, foundations, endowments, corporations, and other businesses. The firm operates as a consultant rather than an asset manager, recommending publicly traded securities and planning strategies while clients retain custody and control of their accounts. The firm emphasizes client education and a structured, multi‑phase engagement—covering discovery, evaluation, knowledge, synthesis, action, and monitoring—to develop customized, liability‑aware asset allocation plans that primarily utilize passive index funds and ETFs. Phoundational’s approach focuses on collaboration and client independence; it does not exercise investment discretion or execute trades on behalf of clients. Notably, Phoundational does not provide portfolio management for individual accounts and does not charge percentage‑of‑assets (AUM) fees, instead arranging engagements through fixed‑price and hourly consulting arrangements and accepting a range of digital payment methods. The firm also disclosed and resolved a prior registration error through self‑reporting and a consent order with the California Department of Financial Protection and Innovation, and it maintains a written code of ethics and a stated fiduciary standard.

To learn more about the advisors currently working at Phoundational 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.