Foundation Financial Planning, LLC

Fixed/Hourly

Foundation Financial Planning, LLC (FFPL) is contracted by other financial professionals to assist their organizations with parts of the financial planning process they provide for their clients. FFPL's contractual and legally required to act in their best interest relationship is solely with the advisory firm (their client), and the advisor (their client) remains the sub-client’s legally required to act in their best interest. FFPL does not manage investments or provide security-specific buy/sell recommendations.

Assets Under ManagementN/A
Clients42
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Annual Retainer:$8,000 - $15,000/year
One-Time Plan:$300 - $9,000
Hourly Rate:$100 - $350/hr
Loading...
Location

1 Advisors at this firm

Foundation Financial Planning, LLC | TrueAdvisor