Firm Foundation Wealth Management, LLC fees and pricing

Financial planner in Caldwell, Idaho. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 10, 2026, Firm Foundation Wealth Management, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Services are offered based on an hourly fee of $250 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are billed quarterly in arrears based on the account value of the account the last calendar day of the quarter.”
“If Client cancels before the financial plan is completed, the Client will receive all - 4- completed portions of the plan along with the prorated refund/invoice.”
“Fees for financial plans are due upon delivery of the completed plan.”

Its hourly rate of $250 matches the Idaho median of $250. 35% of the 43 other Idaho planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2018 (8 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 173
Employees: 1
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed: $71,855,662
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 298761
Website: firmfoundationwealth.com (opens in new tab)
Phone: (425) 749-4099

Can advise clients in 2 states: Idaho, Washington

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.