Foundations Financial Planning (FFP) manages investment portfolios and offers financial planning services. FFP provides advice on retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. FFP also offers comprehensive financial planning for a fixed monthly fee. FFP's services are tailored to each client's individual needs and goals.
Assets Under Management$30M
Clients47
Advisors1
Avg. per Client$640K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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