Foundation Wealth Planning is a registered investment advisor based in Salina, Kansas, led by principal owner Philip Francois. The firm offers discretionary investment management, building customized portfolios based on each client's goals, time horizon, and risk tolerance, and can accommodate values-based preferences such as Biblically Responsible Investing. In addition to investment management, Foundation Wealth Planning provides comprehensive financial planning covering retirement income, taxes, estate planning, insurance, college savings, and debt management. Clients with $200,000 or more in managed assets receive financial planning services at no additional cost. The firm also offers standalone financial plans and hourly consulting services for clients who do not require ongoing investment management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees are negotiable based on factors such as historical relationships, asset types, and account size. Household accounts may be aggregated.
