Advisor at Plain Talk Financial Planning, LLC
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
Plain Talk Financial Planning, LLC
Location
Amesbury, MA
Credentials
Series 65
Industry experience
1 year
Robert Foster Jr. is the sole advisor at Plain Talk Financial Planning, LLC, holding a Series 65 designation and beginning his advisory career in 2024. He has worked at Nokia since 1984 as a Technical Support Engineer, a role that occupies the majority of his time. Plain Talk Financial Planning, LLC is a fee-only, state-registered investment adviser serving individuals and high-net-worth clients with investment management and financial planning services. The firm uses asset allocation principles and a combination of passive and active strategies, often incorporating third-party model portfolios and outside managers to implement advice.
Based on Plain Talk Financial Planning, LLC
Based on Plain Talk Financial Planning, LLC
Fixed fees for project-based financial planning ranging from $500 to $10,000
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.90% $5,000,001+: 0.80%
$250 per hour for project-based financial planning
Ongoing financial planning fees paid quarterly in arrears ranging from $250 to $10,000
Fee-only: Financial Planning fees only; initial fee up to $2,500 for ongoing planning, recurring quarterly fees from $250 to $10,000, project-based fixed fees $500 to $10,000 or $250 hourly
Amesbury, MA
Massachusetts
Plain Talk Financial Planning, LLC
2024 - Present (2 years)
Nokia
1984 - Present (42 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
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Broker-dealer / trader
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Bank
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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.
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