Foundations Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 289944
- Website
- www.foundationsfinance.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.63%
- Individuals21.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Foundations Financial Planning, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines traditional financial planning and portfolio management with accounting-related services; its stated advisory activities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and public education through newsletters and seminars. Foundations charges a mix of percentage-of-AUM, hourly, and fixed fees. The firm is not identified as an ESG-focused investor and does not operate as a capital allocator to external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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