Foundations Financial Planning, LLC

Overview

Foundations Financial Planning, LLC is an independent, owner-operated registered investment advisor that serves individual and family clients. The firm combines traditional financial planning with portfolio management for individuals, small businesses and institutions, and also offers pension consulting, published commentaries and client education through seminars and newsletters. The firm is also registered to provide accounting services, which suggests an emphasis on integrating tax and financial planning into portfolio decisions. Fee arrangements are flexible: clients may be billed as a percentage of assets under management, or via hourly and fixed fees for planning and advisory projects. Investment preferences tilt toward equities and exchange-traded products rather than thematic ESG mandates (the firm is not an active ESG investor). Foundations Financial Planning operates as a single-office, single-state adviser rather than a multi-state or multi-branch firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices