Foundation Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 42 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Foundation Financial Planning, LLC provides outsourced financial planning and modeling services to other advisory firms, acting as a contracted back-office and subject-matter resource rather than serving retail investors directly. Services include data review and entry, lifetime cash-flow and Monte Carlo modeling, goals-based planning, and preparation of deliverables that the hiring advisor presents to their clients.
The firm does not manage assets, take custody, or exercise investment discretion; instead it uses analytical tools chosen by its clients (for example, Excel, eMoney, or Right Capital) to generate scenarios and offer feedback that the hiring advisor may incorporate. Engagements are limited in scope and typically conclude at plan delivery unless the advisor requests ongoing updates, and the firm is compensated through hourly and fixed-fee arrangements rather than percentage-of-assets fees.
What distinguishes this firm from many peers is its explicit business-to-business model—working primarily for other investment advisers—and its use of hourly billing and fixed-fee projects in place of AUM-based compensation. It also routinely subcontractS specialized professionals (tax, estate, and insurance consultants) to provide bundled planning deliverables and serves as a recurring planning resource for advisors rather than as a portfolio manager.
Client services
Financial planning
Expertise
General retirement planning
Social Security optimization
Medicare planning
Cash flow / budgeting
Fee options
Fixed fees include $3,000 per tax planning consultation, $8,000 or $15,000 per year for advisory services, $9,000 per comprehensive plan, $1,200 per estate plan review, $1,000 per insurance policy review, and $300 for limited scope data review related to tax return preparation.
Standard hourly rate is $165 per hour for financial planning work; $350 per hour for services by Jacob Stewart, JD; fees may range between $100 and $350 per hour.
Fee-only: Hourly fees ranging from $100 to $350 per hour; standard hourly rate is $165 per hour; fixed fees including $3,000 per tax planning consultation, $8,000 or $15,000 per year for certain advisory services, $9,000 per comprehensive plan, $1,200 per estate plan review, $1,000 per insurance policy review, and $300 per tax return data entry assistance.
Main office location
Foundation Financial Planning, LLC
Philadelphia PA, United States
Number of offices
1
Most active in
Foundation Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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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