G
Golden Foundation Advisors
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 with up to 2 employees
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
Golden Foundation Advisors is a fee-only registered investment adviser that serves individual and high-net-worth clients with ongoing financial planning and portfolio management. The firm offers one-on-one, collaborative financial planning engagements and manages individual client portfolios on a discretionary or non-discretionary basis.
GFA delivers planning on a recurring fixed-fee basis billed quarterly and tailors recommendations to clients’ goals, risk tolerance, and any written investment restrictions. For investment management the firm emphasizes asset allocation and primarily passive strategies using mutual funds and ETFs, with semi-annual account reviews and monitoring of plan progress.
Compared with many firms in the same regulatory category, GFA’s combination of recurring fixed-fee financial planning and direct portfolio management for individuals is uncommon, and the firm does not act as a private fund adviser. The firm’s leadership brings a background in accounting, auditing, and financial planning and is positioned to emphasize tax-aware planning, compliance, and the implementation of individualized investment policies.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General tax planning
Fee options
$0 - $1,000,000: 0.75% $1,000,001 - $3,000,000: 0.50% $3,000,001 - $15,000,000: 0.25% $15,000,001+: 0.15%
Fee-only: Fixed fee ranging from $625 to $2,500 per quarter, payable in advance, negotiable based on client needs and complexity
Main office location
Golden Foundation Advisors
Chicago IL, United States
Number of offices
1
Most active in
Golden Foundation Advisors has reported serving >5 clients in these states in the last 12 months.
Illinois · Massachusetts
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:
-
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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