Foundation Capital Management, LLC fees and pricing
Financial planner in East Norriton, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Foundation Capital Management, LLC charges $200-$400 an hour and a flat or project fee of $1,000-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$400/hr
“Hourly fees usually range from $200 to a maximum rate of $400 per hour, while fixed fees could be project based and range between $1000 and $2500 per project.”
- Flat or project fee
- $1,000-$2,500
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Foundation Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and may vary from client to client.”
- “Fees are quoted in advance and must be accepted by client prior to project commencement or investment management.”
- “This fee deduction process will occur in arrears of service provided.”
How Foundation Capital Management, LLC’s fees compare
- Its hourly rate of $200-$400 spans the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$2,500 is below the Pennsylvania median of $3,650. 25% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Foundation Capital Management, LLC
- Firm size: 2 employees.
- Registered as an adviser: 2024 (2 years).
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
- 0.95% a year
- Clients
- 589
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $243,788,920
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 142659
- Website
- myfcm.com (opens in new tab)
- Phone
- (610) 278-6961
Other planners in East Norriton that publish fees
- Bluesphere Advisors LLCEast Norriton$500-$40,000
- Meridian Wealth Partners, LLCEast Norriton$500-$10,000/yr
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
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.