Foundation Financial Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$500/hr

“Hourly fees are billed at a rate $200 to $500 per hour and fixed annual fees range from $500 to $5000, based on services provided.”

Flat or project fee

$1,000⁠-⁠$10,000

“Fees for financial planning services range from $1000 to $10,000.”

Annual fee

$500⁠-⁠$5,000/yr

“Hourly fees are billed at a rate $200 to $500 per hour and fixed annual fees range from $500 to $5000, based on services provided.”

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

How Foundation Financial Advisors, Inc. bills

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

• “Fees are negotiable and are due upon execution of the written advisory agreement.”
• “If the fee is greater than $500, it will be payable in 2 semiannual or 4 quarterly installments as invoiced by Foundation Financial Advisors, Inc.”

How Foundation Financial Advisors, Inc.’s fees compare

• Its hourly rate of $200-$500 spans the Maryland median of $300. 57% of the 156 other Maryland planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Maryland median of $4,335. 67% of the 133 other Maryland planners that publish a flat or project fee charge less.
• Its annual fee of $500-$5,000 is below the Maryland median of $5,000. 11% of the 28 other Maryland planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Foundation Financial Advisors, Inc.

• Firm size: 9 employees.
• Credentials named in the brochure: CFP®, CPA, EA, and ChFC®.
• Registered as an adviser: 1997 (29 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

7

Employees

9

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

121604

Website

ffai.net (opens in new tab)

Phone

(410) 691-1100

Other planners in Maryland that publish fees

• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Aaa Advisory LLCWalkersville$300/hr
• Accordant Advisory Group, Inc.Annapolis$500/hr
• Addax Bridge FinancialPotomac$250⁠-⁠$400/hr, $5,000⁠-⁠$6,000
• Adenry Wealth LLCColumbia$300/hr, $300
• Advocate Investing ServicesWoodbine$400/hr, $1,000⁠-⁠$10,000

Compare all 302 planners in Maryland