Foundations Financial Planning, LLC fees and pricing
Financial planner in Carthage, Missouri. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 7, 2026, Foundations Financial Planning, LLC charges $400 an hour, a flat or project fee of $500, a monthly fee of $400-$700, and a quarterly fee of $1,200-$2,100 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Clients who maintain their retirement plans outside of Guideline or do not agree to the AUM fee outlined above but desire to have retirement plan consulting services will be charged our standard hourly rate of $400 per hour for consulting services billed in arrears.”
- Flat or project fee
- $500
“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid monthly (or quarterly), in arrears, at the rate of $400 - $700 per month ($1,200 - $2,100 per quarter).”
- Monthly fee
- $400-$700/mo
From the same sentence as above.
- Quarterly fee
- $1,200-$2,100/qtr
From the same sentence as above.
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.
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
How Foundations Financial Planning, LLC’s fees compare
- Its hourly rate of $400 is above the Missouri median of $250. 84% of the 88 other Missouri planners that publish an hourly rate charge less.
- Its flat or project fee of $500 is below the Missouri median of $3,550. 4% of the 77 other Missouri planners that publish a flat or project fee charge less.
About Foundations Financial Planning, LLC
- Principal: Michael Zeiter
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2017 (9 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
- 0.75% a year
- Clients
- 47
- Employees
- 1
- 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, pension consulting, newsletters and publications, and educational seminars and workshops
- Assets managed
- $30,192,472
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289944
- Phone
- (417) 986-3055
Other planners in Missouri that publish fees
- 25 FinancialSaint Louis$2,000-$5,000
- 360 IraSt. Charles$99-$10,000
- 80/20 Financial ServicesOzark$240/hr, $1,000-$7,000
- Adk Wealth Advisory GroupSt. Louis$250-$4,000
- Alpine Private WealthSaint Louis$333, $4,000/yr
- Aquilant AdvisorsSt. Louis$250/hr
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.