Foundation Financial Advisors offers financial planning and consulting services, including investment analysis, tax planning, risk management, estate planning, retirement planning, education planning, budgeting, cash flow analysis, and employee benefit analysis. They provide advice on various investments and tailor services to individual client needs, considering assets, liabilities, income, financial goals, risk tolerance, and time horizon. Clients can terminate the agreement with 30 days' written notice.
Assets Under ManagementN/A
Clients3
Advisors4
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Foundation Financial Advisors offers financial planning services with fees ranging from $1,000 to $10,000. Hourly fees are billed at $200 to $500 per hour, and fixed annual fees range from $500 to $5,000, based on the services provided.
Annual Retainer:$500 - $5,000/year
One-Time Plan:$1,000 - $10,000
Hourly Rate:$200 - $500/hr
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