A complete list of active advisors currently associated with The Foundation Wealth Management, LLC
Warmer can help you find a great advisor at The Foundation Wealth Management, LLC or one who fits your needs even better.
The firm provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, high‑net‑worth clients, charitable organizations, and small businesses. It offers ongoing portfolio management and tailored financial plans and may also recommend insurance products through the principal’s separate insurance practice. Investment management is delivered on a non‑discretionary basis: the firm determines recommended securities and amounts but obtains client approval prior to execution, and it reports approximately $13.2 million in non‑discretionary assets under management. The firm employs fundamental, technical, and cyclical analysis, conducts periodic reviews, and uses the Orion Portfolio platform for some managed accounts. Distinctive features noted in the firm’s brochure include several disclosure events — multiple civil litigation matters involving the firm and its principal, one of which was dismissed while others remain pending — which is uncommon among peers. The firm also provides ERISA plan services as a limited‑scope 3(21) fiduciary (pension consulting), discloses the principal’s insurance commissions and related conflicts of interest, and describes procedures it uses to mitigate those conflicts.
To learn more about the advisors currently working at The Foundation Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Fresno, CA
| 13
|
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