Foundation Financial Planning, LLC fees and pricing
Financial planner in Philadelphia, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 13, 2026, Foundation Financial Planning, LLC charges $160-$165 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $160-$165/hr
“Section 5, Fees & Compensation was updated to reflect current pricing and services (materially, that our baseline hourly rate increased from $160 to $165 per hour for planning work).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Foundation Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Services performed by Jacob Stewart, JD that are not covered by a fixed fee, are billed at $350 per hour.”
- “Tax Planning Consultations are billed at $3,000 per analysis.”
- “Estate Planning reviews are billed at $1,200 per analysis.”
How Foundation Financial Planning, LLC’s fees compare
- Its hourly rate of $160-$165 is below the Pennsylvania median of $250. 12% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 1 of the 16 other planners in Philadelphia that publish an hourly rate 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 Planning, LLC
“Brody Rosenfeld, CPA, CFP® - the sole owner, sole IAR, and sole employee of FFPL Clients: FFPL is contracted by other financial professionals to assist their organizations with parts of the financial planning process they provide for their clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CPA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2020 (6 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Minimum
- No minimum stated in brochure
- Employees
- 1
- Works with
- Other investment advisers
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 308115
- Phone
- (856) 296-5205
Other planners in Philadelphia that publish fees
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- Auctus Wealth Management Inc.Philadelphia$150/hr, $500
- Bird Financial Group LLCPhiladelphia$350/hr
- Bryn Mawr Trust Advisors, LLCPhiladelphia$3,000, $2,000/yr
- Diversified Human SolutionsPhiladelphia$150-$200/hr, $1,000-$5,000
- Elm WealthPhiladelphia$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.