Foundation Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,940,000
Total clients
19
5% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
10
Average account size
$260,000
About
Foundation Wealth Planning provides discretionary asset management and financial planning to individuals and high‑net‑worth clients. The firm reported approximately $4.49 million in discretionary assets under management as of December 31, 2024, serves a small client base, and offers full financial plans and hourly consultations, including complimentary planning for clients with $250,000 or more managed by the firm.
FWP builds portfolios around each client’s goals, time horizon, and risk tolerance using fundamental analysis and Modern Portfolio Theory, and it accommodates values‑based approaches such as Biblically Responsible Investing. The firm may engage Sub‑Advisors, subscribes to model portfolios via Altruist’s Model Marketplace, and uses certain DFA mutual funds, all of which influence implementation and can affect portability of specific fund choices.
Noteworthy differences from many peers include the firm’s small scale — two advisors managing under $5 million — alongside operational features disclosed in the brochure: a principal who spends substantial time in outside roles (including securities exam instruction and work for another RIA), participation in the Arimathea referral program, and receipt of platform support from Altruist tied to meeting a $5 million asset threshold, each of which the firm discloses as potential sources of conflicts of interest.
Client services
Fee options
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.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Main office location
Foundation Wealth Planning
250 N Santa Fe, Suite E
Salina KS 67401, United States
Number of offices
2
Forms ADV
Quick links
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