Foundation Planning, LLC is a financial advisory firm that specializes in providing clients with personalized and strategic financial planning solutions. The firm has a team of experienced professionals who have a deep understanding of the financial industry and are committed to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
– Foundation Planning, LLC provides clients with personalized financial plans based on their unique needs and goals.
– The firm offers a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning.
– The team at Foundation Planning, LLC has extensive knowledge and experience in the financial industry, allowing them to provide clients with sound financial advice and strategies.
Facts and Insights
Foundation Planning, LLC was founded in 2010 and is headquartered in New York City. The firm currently has 15 financial advisors and manages over $500 million in assets for its clients. The table below provides an overview of the firm’s assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10+ years |
Financial Services Offered
Foundation Planning, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
– Investment Management: The firm creates customized investment portfolios based on clients’ risk tolerance, goals, and time horizon.
– Retirement Planning: Foundation Planning, LLC helps clients plan for a comfortable and secure retirement by creating personalized strategies for their retirement savings.
– Tax Planning: The firm works with clients to minimize their tax liabilities and optimize their financial situation.
– Estate Planning: Foundation Planning, LLC assists clients in creating a plan to protect and distribute their assets according to their wishes.
Client Types
Foundation Planning, LLC serves a diverse group of clients, including individuals, families, and small business owners. The firm has experience working with clients from different backgrounds and financial situations, providing them with tailored financial solutions.
Fees & Compensation
Foundation Planning, LLC operates on a fee-only basis, meaning that the firm does not receive commissions or any other forms of compensation from third parties. The firm’s fees are based on a percentage of the assets under management, ensuring that their interests are aligned with those of their clients.
Background
The team at Foundation Planning, LLC is made up of experienced and knowledgeable professionals, including financial advisors, wealth managers, and certified financial planners (CFPs). They are committed to continuously expanding their knowledge and staying up-to-date with the latest trends and strategies in the financial industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, Foundation Planning, LLC is required to abide by the fiduciary standard, which means that the firm must act in the best interests of its clients at all times. The firm’s advisors have a legal obligation to disclose any potential conflicts of interest and act in an unbiased manner when providing financial advice to clients.
In conclusion, Foundation Planning, LLC is a reputable financial advisory firm that provides clients with personalized and strategic financial planning solutions. With a team of experienced professionals, a wide range of services, and a commitment to putting clients’ interests first, the firm is well-equipped to help clients achieve their financial goals.