Paul Laviola is a CFP-designated registered investment advisor at Foundation Wealth Management, LLC, based in Media, PA, with 21 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 6 more. Their firm serves 154 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Foundation Wealth Management typically charges a flat fee for wealth management services, ranging from $12,000 to $25,000 per year, billed quarterly in advance. However, accounts opened before January 1, 2015, or transferred from Integrated Wealth Advisors before July 1, 2024, may be subject to an asset-based fee schedule that was in place when the accounts were opened. There is typically a $12,000 minimum annual fee.
Contact
Paul Laviola
Location
9 West Third Street, Media, PA, 19063
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul manages real estate rental properties through 11 West Third, LLC and 9 West Third, LLC, dedicating a few hours per week to each. He also works as a non-tenure track instructor at Temple University, teaching a personal finance class, which takes about 10-20% of his time.
Employment History
Current Registrations
Foundation Wealth Management, LLC
Previous Registrations
Rtd Financial Advisors INC
Financial Planning Solutions, INC.
Rtd Financial Advisors INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
He is an associate editor for the Journal of Financial Service Professionals, one of the oldest and most prestigious journals in the financial planning field. He is a Philadelphia Leadership Fellow and a proud graduate of the Leadership Philadelphia Core Class Program. Previously, Mr. LaViola sat on the Board of Directors for the Philadelphia Tri-State Financial Planning Association where he served as Vice President of Education.