PlannerFees

Foundations Financial Planning, LLC fees and pricing

Financial planner in Williamsburg, Virginia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 22, 2026, Foundations Financial Planning, LLC charges $250 an hour, a flat or project fee of $2,250, and an annual fee of $750 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“The hourly rate for limited scope engagements is $250.”
Flat or project fee
$2,250
“The minimum fee for a comprehensive financial plan is $2,250 for year one.”
Annual fee
$750/yr
“The minimum fee is $750 per year.”

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

How Foundations Financial Planning, LLC bills

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

  • “At termination, fees will be billed on a pro rata basis for the portion of the year or work completed.”
  • “At termination, fees will be billed on a pro rata basis for the portion of the year or work completed.”
  • “Agreement – The annual fee for a Retainer Agreement is $250 per hour calculated based on the expected scope of the effort and is negotiable.”

How Foundations Financial Planning, LLC’s fees compare

  • Its hourly rate of $250 is below the Virginia median of $260. 30% of the 203 other Virginia planners that publish an hourly rate charge less.
  • 2 of the 9 other planners in Williamsburg that publish an hourly rate charge less.
  • Its flat or project fee of $2,250 is below the Virginia median of $4,250. 24% of the 168 other Virginia planners that publish a flat or project fee charge less.
  • 1 of the 8 other planners in Williamsburg that publish a flat or project fee charge less.
  • Its annual fee of $750 is below the Virginia median of $6,350. 4% of the 55 other Virginia 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 Foundations Financial Planning, LLC

“PLANNING, LLC provides personalized confidential financial planning and investment advice to individuals. Coirin is the sole owner and President of FOUNDATIONS FINANCIAL PLANNING, LLC. i Types of Advisory Services FOUNDATIONS FINANCIAL PLANNING, LLC provides investment advice and comprehensive financial planning.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Michael R. Coirin
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: EA.
  • Registered as an adviser: 2009 (17 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Insurance analysis
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Minimum
$750 minimum fee (stated in brochure)
Clients
47
Employees
1
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
149850
Phone
(757) 707-3603

Can advise clients in 2 states: Massachusetts, Virginia

Other planners in Williamsburg that publish fees

Compare all 12 planners in Williamsburg

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.