Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
5
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
Financial Foundations Inc. offers financial planning services covering budgeting, tax planning, education planning, retirement planning, estate planning, investment analysis, and corporate sponsored benefit analysis. They provide advice on IRA rollovers and act as an ERISA investment advice fiduciary. They do not manage client assets.
Financial planning fees are billed at $250/hour as services are rendered. Fees are not negotiable.
One Research Drive, Suite 100B, Westborough, MA, 01581