Michael Coirin
Michael Coirin is a CFP-designated registered investment advisor at Foundations Financial Planning, LLC, based in Williamsburg, VA, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 51 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Foundations Financial Planning offers ongoing investment advice for a yearly fee based on the amount of your investment assets, including rental real estate and defined benefit pension plans. The minimum annual fee is $750, and the minimum investable assets requirement is $37,500. For example:
- Up to $500,000: $750 per year
- From $500,001 up to $1,000,000: $1,000 per year
- From $1,000,001 up to $1,500,000: $1,500 per year
- From $1,500,001 up to $2,000,000: $2,000 per year
- From $2,000,001 up to $2,500,000: $2,500 per year
- From $2,500,001 up to $3,000,000: $3,000 per year
- From $3,000,001 up to $3,500,000: $3,500 per year
- From $3,500,001 up to $4,000,000: $4,000 per year
- From $4,000,001 up to $4,500,000: $4,500 per year
- From $4,500,001 up to $5,000,000: $5,000 per year
- Above $5,000,000: Depends on complexity
Location
Williamsburg, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Foundations Financial Planning, LLC
State Registrations2 states
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