Ian Foreman is a CFP-designated registered investment advisor at Entrusted Stewardship LLC, based in Holland, MI, with 8 years of industry experience. Ian 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, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Entrusted Stewardship charges an upfront fee of $699.99 for onboarding, data gathering, and initial plan setup, followed by a monthly fee of $199 paid in arrears. This service includes:
- Working one-on-one with a Certified Financial Planner
- Development and implementation of a personalized financial plan covering net worth, cash flow, insurance, retirement, investments, and estate planning
- Ongoing monitoring and regular follow-up phone calls and emails
- A full annual review to update and ensure the continued appropriateness of the plan
- Project-based financial planning — Fixed fee ranging from $3,000 to $5,000, agreed upon before work begins, covering topics like retirement, college savings, cash flow, and estate planning
- Hourly consulting — $400 per hour depending on complexity, due upon completion of the engagement
Location
Holland, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Ian works as a server at Waverly Stone Gastropub, a restaurant. This requires a few hours per week and is not securities related.
Employment History
Current Registrations
Entrusted Stewardship LLC
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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.
Exams
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