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Foster Strategic Wealth Partners, LLC fees and pricing

Financial planner in Rehoboth, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 6, 2026, Foster Strategic Wealth Partners, LLC charges $300 an hour and a flat or project fee of $500⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“$300 per hour, invoiced to the client, and are billed after services are provided (or periodically as work is completed), based on the actual time spent.”
Flat or project fee
$500⁠-⁠$10,000
“Project-Based Fees: $500 to $10,000, invoiced to the client, may require an upfront retainer.”

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

How Foster Strategic Wealth Partners, LLC bills

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

  • “Fees for all services may be negotiable based upon certain criteria (i.e. anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, negotiations with client, etc.).”
  • “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”
  • “The remaining balance is billed upon delivery of the agreed-upon services.”

How Foster Strategic Wealth Partners, LLC’s fees compare

  • Its hourly rate of $300 matches the Massachusetts median of $300. 49% of the 183 other Massachusetts planners that publish an hourly rate charge less.
  • Its flat or project fee of $500-$10,000 spans the Massachusetts median of $4,750. 58% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Foster Strategic Wealth Partners, LLC

“Foster Strategic Wealth Partners, LLC (“FSWP”) provides discretionary portfolio management and financial planning services to individuals and small businesses.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 2025.

Planning areas mentioned in the brochure

  • Retirement planning
  • College planning
  • Business owners
  • Insurance analysis
  • Cash flow and budgeting

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
1.25% a year
Employees
1
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
338680
Phone
(508) 404-6761

Other planners in Massachusetts that publish fees

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