Paul Laviola
Foundation Wealth Management · Media, Pennsylvania
Paul Laviola is a fee-only financial advisor at Foundation Wealth Management in Media, Pennsylvania, who holds the CFP credential. Foundation Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Foundation Wealth Management |
|---|---|
| Based in | Media, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $411.9M across 675 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 3068433 |
| Exams passed | Series 63 (1999) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.myfoundationwealth.com |
How Paul's firm compares
- Foundation Wealth Management's average account is about $610,000, from its Form ADV (assets managed divided by 675 accounts).
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Questions about Paul
Is Paul Laviola a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Foundation Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul's firm, Foundation Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Paul Laviola based?
Paul Laviola is based in Media, Pennsylvania.
What credentials does Paul Laviola hold?
Paul Laviola holds the CFP credential.
Is Paul Laviola registered with the SEC?
Yes. Paul Laviola is registered as an investment adviser representative in PA and TX (CRD 3068433), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Foundation Wealth Management manage?
Foundation Wealth Management reports $411.9M across 675 accounts in assets under management.
How do I contact Paul Laviola?
Through Paul's website, www.myfoundationwealth.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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