Foundational Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$300/hr

“Services are offered based on an hourly fee of $150-$300 per hour.”

Flat or project fee

$750⁠-⁠$15,000

“Services are offered based on a flat fee between $750 and $15,000.”

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

How Foundational Financial Advisors, LLC bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Fees for financial plans are due upon delivery of the completed plan.”

How Foundational Financial Advisors, LLC’s fees compare

• Its hourly rate of $150-$300 spans the Indiana median of $250. 31% of the 119 other Indiana planners that publish an hourly rate charge less.
• 7 of the 30 other planners in Indianapolis that publish an hourly rate charge less.
• Its flat or project fee of $750-$15,000 spans the Indiana median of $5,000. 80% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 13 of the 18 other planners in Indianapolis that publish a flat or project fee charge less.

About Foundational Financial Advisors, LLC

• Principal: Patrick M. Sullivan
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2018 (8 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

15

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$4,490,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

297840

Website

foundationalfinancial.com (opens in new tab)

Phone

(317) 441-5844

Other planners in Indianapolis that publish fees

• Abound Wealth StrategiesIndianapolis$720⁠-⁠$25,000
• An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500⁠-⁠$6,000
• Blackwood Investment Group, LLCIndianapolis$250/hr, $59⁠-⁠$199/mo
• Blend WealthIndianapolis$1,541/mo
• C.r. Retirement Strategies, LLCIndianapolis$200⁠-⁠$500/hr, $2,500⁠-⁠$15,000
• CFG Wealth Management Services IncIndianapolis$250/hr

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