Jeffrey Foster
Retirement Strategies · Dublin, Ohio
Jeffrey Foster is a fee-only financial advisor at Retirement Strategies in Dublin, Ohio, who holds the CFP credential. Retirement Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Retirement Strategies |
|---|---|
| Based in | Dublin, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $272.7M across 1,003 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 2154762 |
| Exams passed | Series 63 (1991) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.retirement-strategies.com |
How Jeffrey's firm compares
- Retirement Strategies's average account is about $272,000, from its Form ADV (assets managed divided by 1,003 accounts).
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Questions about Jeffrey
Is Jeffrey Foster a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Retirement Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Retirement Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Foster based?
Jeffrey Foster is based in Dublin, Ohio.
What credentials does Jeffrey Foster hold?
Jeffrey Foster holds the CFP credential.
Is Jeffrey Foster registered with the SEC?
Yes. Jeffrey Foster is registered as an investment adviser representative in OH and TX (CRD 2154762), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Retirement Strategies manage?
Retirement Strategies reports $272.7M across 1,003 accounts in assets under management.
How do I contact Jeffrey Foster?
Through Jeffrey's website, www.retirement-strategies.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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