Firm Foundation Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$67,269,846
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
173
18% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
173
Very HighAverage account size
$388,843
About
Firm Foundation Wealth Management, LLC provides discretionary asset management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, corporations and business entities. The firm also advises qualified retirement plans — including 401(k), 403(b), pension and profit‑sharing plans, cash‑balance plans and deferred compensation plans — and reported approximately $71.9 million in assets under management.
Portfolios are managed on a discretionary basis using a combination of macroeconomic (top‑down) and technical trend analysis to construct two primary approaches: a preservation (long‑term) strategy and a growth (short‑term, more actively traded) strategy. The firm performs regular account reviews and provides plan services that include developing investment policy statements, selecting qualified default investment alternatives, and delivering participant education.
What is atypical for firms in this category is the depth of its retirement‑plan work: FFWM can act as an ERISA 3(38) investment manager with fiduciary responsibility for selection and monitoring of plan investment options and provides pension consulting services for institutional clients. The brochure also discloses operational features that clients should note, such as direct fee deduction practices (limited custody treatment) and that the firm does not routinely vote client proxies.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Income planning
Cash flow / budgeting
Wealth management
Tax-loss harvesting
Fee options
Financial planning flat fee up to $5,000
$0 - $125,000: 1.50% $125,001 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $4,000,000: 0.65% $4,000,001+: 0.50%
$250 per hour for financial planning
Fee-only: Hourly fee of $250 per hour; Fixed fee up to $5,000 for financial planning
Main office location
Firm Foundation Wealth Management, LLC
107 S. Kimball Ave, Suite 235
Caldwell ID 83605, United States
Number of offices
2
Most active in
Firm Foundation Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Idaho · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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