Foundation Wealth Management, LLC fees and pricing
Financial planner in Media, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Foundation Wealth Management, LLC charges an annual fee of $12,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $12,000/yr
“Compensation – Wealth Management Services We generally charge a flat annual fee of $12,000, billed quarterly in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Foundation Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee may be negotiable in certain cases.”
- “Clients may elect to be invoiced directly for fees or to authorize us to directly debit fees from client accounts.”
- “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”
How Foundation Wealth Management, LLC’s fees compare
- Its annual fee of $12,000 is above the Pennsylvania median of $6,000. 73% of the 74 other Pennsylvania planners that publish an annual fee charge less.
About Foundation Wealth Management, LLC
“We typically provide a variety of wealth management services to individuals and families, in several areas of a client’s financial situation, depending on their goals, objectives, and resources.”
- Firm size: 5 employees.
- Credentials named in the brochure: EA.
- Founded: 2013 (13 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 167
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $411,933,440
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 168270
- Phone
- (610) 548-7170
Can advise clients in 5 states: Delaware, New Hampshire, New Jersey, Pennsylvania, Texas
Other planners in Media that publish fees
- Rose Valley Asset Management LLCMedia$125-$250/hr
- Stone Pine Financial PartnersMedia$4,000
- Wealthwise AdvisorsMedia$300-$3,500
- 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
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.