Michael Zeiter is a PFS-designated registered investment advisor at Foundations Financial Planning, LLC, based in Carthage, MO, with 8 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 47 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
The annual fee is negotiable. If FFP manages your retirement plan assets held by Guideline, the annual fee is up to 0.50% of the plan's value, also negotiable.
Fee Estimator
Location
Carthage, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael owns Michael A Zeiter CPA, LLC, where he provides tax and bookkeeping services to individuals and small businesses. This activity takes about a quarter of his time.
Employment History
Current Registrations
Foundations Financial Planning, LLC
State Registrations2 states
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