Brent Foster
Northbound Wealth · Indianapolis, Indiana
Brent Foster is a fee-only financial advisor at Northbound Wealth in Indianapolis, Indiana. Northbound Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Northbound Wealth |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $43.5M across 229 accounts |
| SEC registration | Investment adviser representative in IN · CRD 5054998 |
| Exams passed | Series 66 (2008) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.northboundwealth.com |
| Profile |
How Brent's firm compares
- Northbound Wealth's average account is about $190,000, from its Form ADV (assets managed divided by 229 accounts).
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Questions about Brent
Is Brent Foster a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brent holds no broker registration, and Northbound Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brent charge for financial advice?
Brent's firm, Northbound Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brent Foster based?
Brent Foster is based in Indianapolis, Indiana.
Is Brent Foster registered with the SEC?
Yes. Brent Foster is registered as an investment adviser representative in IN (CRD 5054998), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Northbound Wealth manage?
Northbound Wealth reports $43.5M across 229 accounts in assets under management.
How do I contact Brent Foster?
Through Brent's website, www.northboundwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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