Foundation Financial is a fee-only financial planning and investment advisory firm. We are dedicated to full transparency in everything we do, and we publicly disclose our fees as part of that process.  

We are compensated solely by fees paid by our clients. We do not sell products, receive commissions or payments based on investments we recommend. We believe this transparent fee-only structure reduces possible conflicts of interest and helps ensure you receive objective, unbiased investment advice.

Ongoing Investment Management and Advice

Our ongoing services provide customized investment solutions with integrated financial planning.  We have no account minimum.  Our annual retainer fee is based on value of the investment accounts we manage:

1.20% on the first $250,000
1.00% on the next $750,000
0.80% on the next $1,000,000
0.60% above $2,000,000

Our initial one-hour consultation is complimentary, to see if we are a good fit for your needs.

Financial Planning and Hourly Consulting

For clients not requiring ongoing investment management services, we offer one-time financial plans for a fixed fee and hourly consulting.