FOSTER & MOTLEY INC

Overview

Foster & Motley Inc is an independent registered investment adviser that provides financial planning and portfolio management to high-net-worth individuals, families and institutional clients. The firm uses a fee model that includes a percentage of assets under management plus hourly and fixed-fee arrangements, and its advisory menu extends beyond discretionary portfolio management to include written publications and client education through seminars and workshops. Foster & Motley is not positioned as an ESG-focused manager and does not identify as a pension consultant or multi-state adviser in its filings. The firm has been recognized repeatedly by industry outlets, appearing on CNBC’s Top 100 Financial Advisory Firms lists in multiple years and on Financial Advisor Magazine’s Top RIA Firms list, reflecting industry visibility alongside its client-facing services. Foster & Motley’s stated investment emphasis centers on equities and exchange-traded instruments, combined with tailored financial planning. The approach leans toward discretionary portfolio mandates for most clients, with additional fixed-fee planning and periodic non-discretionary engagements for smaller or specific accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices