Foresight Financial Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 7, 2024. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$5,000

“Multi-component planning engagements are assessed fixed fees that ranges from $1,000 to $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Foresight Financial Advisory bills

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

• “Our stated fees are negotiable, and we typically reduce or waive for associates of the firm, family members, or pre-existing relationships.”
• “Fees are to be paid to the firm by check or draft from US-based financial institutions.”
• “Payment is required at delivery of our invoice which coincides with the presentation of your plan.”

How Foresight Financial Advisory’s fees compare

• Its flat or project fee of $1,000-$5,000 spans the Florida median of $4,900. 37% of the 320 other Florida planners that publish a flat or project fee charge less.
• 1 of the 7 other planners in Jupiter that publish a flat or project fee charge less.

About Foresight Financial Advisory

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Divorce
• Equity compensation
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

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

2% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$350,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

307338

Website

instagram.com/foresightfinancialadvisory (opens in new tab)

Phone

(561) 254-8638

Other planners in Jupiter that publish fees

• Bluewater Asset ManagementJupiter$5,000
• Boca Retirement Strategies Inc.Jupiter$250⁠-⁠$350/hr
• Cayside PartnersJupiter$500⁠-⁠$1,250/hr, $5,000⁠-⁠$25,000
• Fortuna Investors LLCJupiter$400/hr, $5,000
• Giessel Wealth AdvisorsJupiter$2,000⁠-⁠$8,000, $18,000/yr
• Renew Family WealthJupiter$150⁠-⁠$250/hr, $1,500⁠-⁠$5,000

Compare all 13 planners in Jupiter