F
Foresight Wealth Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
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
0
Very LowAverage account size
—
About
Foresight Wealth Advisory, LLC provides investment management, financial planning, retirement plan consulting, and educational seminars to individuals and employer-sponsored retirement plans. The firm also recommends and facilitates relationships with third‑party investment advisers and outside managers as part of its service offering.
The firm’s investment process blends fundamental and technical analysis with modern portfolio principles and uses both passive and active vehicles to construct client allocations tailored to risk tolerance and objectives. When appropriate, Foresight implements strategies through model portfolios and conducts due diligence and ongoing monitoring of outside managers it recommends.
Noteworthy aspects of the firm include a principal who is licensed to sell insurance and the firm’s engagement in business‑loan brokerage, activities disclosed in its brochure that may create potential conflicts of interest. Foresight also offers educational seminars and project‑based or hourly planning engagements and provides pension consulting/3(21) fiduciary services—features that are less common among similar investment‑manager firms; at the time of its initial filing the firm reported no assets under management.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Business sale tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project-based financial planning fees range from $100 to $2,500; Ongoing financial planning monthly fees range from $250 to $2,000; Educational seminar fees range from $0 to $1,000 per seminar
$1 - $499,999: 1.35% $500,000 - $999,999: 1.25% $1,000,000 - $4,999,999: 1.00% $5,000,000+: Negotiable
$250 per hour
Main office location
Foresight Wealth Advisory, LLC
450 E. 96 Th Street, Suite 500
Indianapolis IN 46240, United States
Number of offices
1
Most active in
Foresight Wealth Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
Indiana
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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.
Forms ADV
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