# Phil Francois

> Phil Francois is a fee-only financial advisor at Foundation Wealth Planning in Salina, Kansas, who holds the CFP credential. Phil focuses on sustainable & impact investing, retirement planning and estate & legacy planning. Foundation Wealth Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/phil-francois/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Foundation Wealth Planning
- **Based in:** Salina, Kansas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $7.8M across 121 accounts
- **Credentials:** CFP
- **Specialties:** Sustainable & impact investing, Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 6432808 (https://adviserinfo.sec.gov/individual/summary/6432808)
- **SEC registration:** Investment adviser representative in KS, TX
- **Exams passed:** Series 66 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://foundationwealthplanning.com

## Frequently asked questions

### Is Phil Francois a fee-only financial advisor?

Yes. Phil Francois is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Phil's firm.

### How does Phil Francois charge for financial advice?

Phil's firm, Foundation Wealth Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Phil Francois work with clients virtually?

Yes. Foundation Wealth Planning says on its website that it works with clients remotely.

### Where is Phil Francois based?

Phil Francois is based in Salina, Kansas.

### What does Phil Francois specialize in?

Phil Francois's specialties include sustainable & impact investing, retirement planning, estate & legacy planning and tax planning.

### What credentials does Phil Francois hold?

Phil Francois holds the CFP credential.

### Is Phil Francois registered with the SEC?

Yes. Phil Francois is registered as an investment adviser representative in KS and TX (CRD 6432808), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Foundation Wealth Planning manage?

Foundation Wealth Planning reports $7.8M across 121 accounts in assets under management.

### How do I contact Phil Francois?

Through Phil Francois's website, foundationwealthplanning.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/phil-francois-11107): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.foundationwealthplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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