The Foundation Wealth Management, LLC fees and pricing
Financial planner in Fresno, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, The Foundation Wealth Management, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Refund to Client will be based upon the number of hours of work completed at an hourly rate of $250.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Foundation Wealth Management, 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 last business day of the previous quarter.”
- “If margin is utilized, the fees will be billed based on the net asset value of the account.”
- “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
How The Foundation Wealth Management, LLC’s fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- 3 of the 10 other planners in Fresno that publish an hourly rate charge less.
About The Foundation Wealth Management, LLC
- Principal: Timothy Lourenco
- 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
- 1% a year
- Clients
- 76
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $13,212,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 292093
- Phone
- (559) 721-5690
Other planners in Fresno that publish fees
- Artizan WealthFresno$200-$500/hr, $1,500-$50,000
- Bridgewealth Advisory Group, LLCFresno$250/hr
- Coffeehouse CapitalFresno$300/hr, $1,000-$15,000
- Endurance Investment Strategies, Inc.Fresno$200/hr, $1,000-$5,000
- Lyon Restaurant AdvisoryFresno$300/hr, $1,000-$5,000
- Pathways Advisory Group, Inc.Fresno$300/hr, $1,250/qtr
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.