Jennifer Foster
SmartPlan Investing · Juno Beach, Florida
Jennifer Foster is a fee-only financial advisor at SmartPlan Investing in Juno Beach, Florida. Jennifer focuses on retirement planning and small business owners.
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Specialties
Facts
| Firm | SmartPlan Investing |
|---|---|
| Based in | Juno Beach, Florida |
| Accepting new clients | Yes |
| SEC registration | Investment adviser representative in FL · CRD 6836101 |
| Exams passed | Series 65 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.smartplaninvesting.com |
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Questions about Jennifer
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.
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
- SmartPlan Investing website : specialties, clients served, and fees, checked October 30, 2026
- 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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