Brody Rosenfeld
Brody Rosenfeld is a registered investment advisor at Foundation Financial Planning, LLC, based in Philadelphia, PA, with 10 years of industry experience. Brody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Tax Planning. Their firm serves 42 clients.
Compensation
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IM Fee
Fee Structure
Location
Philadelphia, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Foundation Financial Planning, LLC
Previous Registrations
Twams Financial Planning, LLC
State Registrations1 state
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