Advisor at Foundation Wealth Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Foundation Wealth Planning
Location
Salina, KS 67401
Credentials
CFP®, Series 66
Industry experience
10 years
Full financial plan fees up to $15,000 initially, up to $12,000 for subsequent years; negotiable and may be waived for clients with $250,000+ AUM
$0 - $1,000,000: 1.35% annually $1,000,000.01 - $3,000,000: 1.20% annually $3,000,000.01 - $5,000,000: 0.95% annually $5,000,000.01+: 0.70% annually
$250 per hour with a one hour minimum
Fee-only: Hourly consulting at $250 per hour; Fixed financial planning fees up to $15,000 initially, up to $12,000 for subsequent years; fees negotiable.
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Foundation Wealth Planning LLC
2020 - Present (6 years)
SelectQuote
2020 - 2021 (1 year)
Edward Jones
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Salina, KS
Edward Jones
Series 66
Salina, KS
Edward Jones
Series 63, Series 65
Salina, KS
Chief Advisors Corp
Series 66
Salina, KS
United Capital Management of Kansas, Inc.
Series 63, Series 66
Salina, KS
OFG Financial Services, Inc.
CFP®, Series 63, Series 65
Salina, KS
Rocky Mountain Advisers, LLC
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