Chad Foster
Chad Foster is a registered investment advisor at Mwa Financial Services, INC., based in Laguna Hills, CA, with 16 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Retirement Planning, Special Needs Planning. Their firm serves 2,298 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MWA Financial Services offers adviser managed and third-party managed accounts. Fees for these accounts range from 0.25% to 1.50% of the value of your portfolio each year, charged quarterly. More information can be found in the MWAFS Managed Account Brochure.
Location
23441 S. Pointe Drive, Suite 110, Laguna Hills, CA, 92653
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Regulatory History (1)
Customer Dispute
December 2018Other Business ActivitiesSells Insurance
Chad is an insurance agent with Lincoln Financial in Radnor, PA, since June 2018. He spends minimal time servicing one insurance case.
Employment History
Current Registrations
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.