Foundation Financial Inc. fees and pricing
Financial planner in Westport, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 16, 2026, Foundation Financial Inc. charges $125-$200 an hour and a flat or project fee of $1,000-$4,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $125-$200/hr
“FF’s fee for consulting services is charged at a rate of between $125 and $200 per hour based on each client’s circumstances.”
- Flat or project fee
- $1,000-$4,500
“FF’s fee for creating client financial plans is between $1,000 and $4,500 based on the complexity and circumstances of the engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Foundation Financial Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed in advance at the beginning of each calendar quarter based on the total market value of the client’s aggregated household accounts under management as of the last day of the previous quarter.”
- “Fees for partial quarters at the commencement or termination of services will be prorated.”
- “Fixed fees will also be charged quarterly in advance and will be billed at the beginning of each calendar quarter.”
How Foundation Financial Inc.’s fees compare
- Its hourly rate of $125-$200 is below the Connecticut median of $300. 4% of the 103 other Connecticut planners that publish an hourly rate charge less.
- None of the 7 other planners in Westport that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$4,500 is below the Connecticut median of $5,125. 19% of the 78 other Connecticut planners that publish a flat or project fee charge less.
- 1 of the 6 other planners in Westport that publish a flat or project fee charge less.
About Foundation Financial Inc.
“Sara R Leydon is the President and Managing Member of Foundation Tax LLC, which provides tax preparation and planning services to individuals and small businesses.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Tax planning
- Business owners
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
- 1.2% a year
- Clients
- 5
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $17,530,891
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 168147
- Phone
- (203) 916-1528
Other planners in Westport that publish fees
- Alpine Hill Advisors LLCWestport$50,000-$500,000/yr
- Blue Keel Financial PlanningWestport$250/hr, $2,000-$10,000
- Brennan Capital Management LLCWestport$300/hr, $750-$3,000
- Cfig Investment Advisory Services, LLCWestport$400/hr, $5,000-$25,000
- Drum Hill Capital, LLCWestport$300/hr
- Greater WealthWestport$5,000
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.