Michael Zeiter
Foundations Financial Planning · Carthage, Missouri
Michael Zeiter is a fee-only financial advisor at Foundations Financial Planning in Carthage, Missouri, who holds the PFS credential. Foundations Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Michael →
Facts
| Firm | Foundations Financial Planning |
|---|---|
| Based in | Carthage, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $30.2M across 47 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in MO, TX · CRD 6861655 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.stockoptionplanner.com |
How Michael's firm compares
- Foundations Financial Planning's average account is about $642,000, from its Form ADV (assets managed divided by 47 accounts).
Request an introduction to Michael
Tell Michael a little about what you're looking for. Michael isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Michael
Is Michael Zeiter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Foundations Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Foundations Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Zeiter based?
Michael Zeiter is based in Carthage, Missouri.
What credentials does Michael Zeiter hold?
Michael Zeiter holds the PFS credential.
Is Michael Zeiter registered with the SEC?
Yes. Michael Zeiter is registered as an investment adviser representative in MO and TX (CRD 6861655), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Foundations Financial Planning manage?
Foundations Financial Planning reports $30.2M across 47 accounts in assets under management.
How do I contact Michael Zeiter?
Through Michael's website, www.stockoptionplanner.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Missouri
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.
See something wrong? Request a correction. Read our methodology.