Foresight Financial Planning

RIAState Registered
Total AUM
$14.9K
Discretionary
$14.9K
100% of AUM
Avg account
$3.7K
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
329830
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Foresight Financial Planning is an independent, Georgia-based limited liability company organized to serve individual and family clients. The firm is owned by an individual and runs a fee-for-service model using fixed fees. Its stated activities center on financial planning, portfolio management for individuals and small businesses, and conducting educational seminars and workshops. The firm does not position itself as a capital allocator or pension consultant, and it does not list ESG investing as part of its offering.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 100%100%
  • Cash & Cash Equivalents100%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth