Foundation Wealth Planning
Assets Under Management
$4.9M
Number of Clients
19
Number of Advisors
2
Average Client AUM
$260K
AUM per Advisor
$2.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Foundation Wealth Planning LLC offers discretionary asset management and financial planning services, including full financial plans and hourly consultations. Investment strategies are tailored to client goals and objectives. They may use sub-advisors. Financial planning may include investment, tax, retirement, and estate planning.
Fee Structure
Minimum Investment:None
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 0.95% |
| $5M+ | 0.70% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEducation PlanningEstate PlanningTax PlanningHigh Net Worth
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Location
250 N Santa Fe, Suite E, Salina, KS, 67401
