Foss Wealth Management, Inc.

Overview

Foss Wealth Management, Inc. is a small, privately owned advisory corporation that positions itself as a fee-for-service financial planning and advisory practice. The firm charges clients through hourly and fixed-fee arrangements (with other fee formats also listed) and performs discretionary capital-allocation activities by selecting third-party managers on clients’ behalf. Its advisory scope explicitly includes financial planning and the selection of other advisers rather than in-house managed wrap strategies. The firm is owned by an individual and is not organized as a multi-state adviser. It does not identify as an active ESG investor and does not list pension consulting or related-adviser activity. An industry affiliation with an insurance company is noted, which aligns with the firm’s use of insurance-linked products in client portfolios.

Investments & Alternatives

Location & Offices