# Jennifer Foster

> Jennifer Foster is a fee-only financial advisor at SmartPlan Investing in Juno Beach, Florida. Jennifer focuses on retirement planning and small business owners.

Page: https://find.wellspent.co/advisors/jennifer-foster/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** SmartPlan Investing
- **Based in:** Juno Beach, Florida
- **Accepting new clients:** Yes (firm's website)
- **Specialties:** Retirement planning, Small business owners
- **CRD:** 6836101 (https://adviserinfo.sec.gov/individual/summary/6836101)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2017)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.smartplaninvesting.com

## Frequently asked questions

### Is Jennifer Foster a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and SmartPlan Investing reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### Where is Jennifer Foster based?

Jennifer Foster is based in Juno Beach, Florida.

### What does Jennifer specialize in?

Jennifer's specialties include retirement planning and small business owners.

### Is Jennifer Foster registered with the SEC?

Yes. Jennifer Foster is registered as an investment adviser representative in FL (CRD 6836101), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Jennifer Foster?

Through Jennifer's website, www.smartplaninvesting.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6836101): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.smartplaninvesting.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.