Phil Francois
Foundation Wealth Planning · Salina, Kansas
Phil Francois is a fee-only financial advisor at Foundation Wealth Planning in Salina, Kansas, who holds the CFP credential.
- $8M
- Firm assets managed
- $65,000
- Firm's average account
- 2015
- First securities exam
What Phil focuses on
How does Phil's firm compare?
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Foundation Wealth Planning's average account is about $65,000, from its Form ADV (assets managed divided by 121 accounts).
Questions about Phil
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Foundation Wealth Planning |
|---|---|
| Based in | Salina, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Assets under management | $7.8M across 121 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, TX · CRD 6432808 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | foundationwealthplanning.com |
| Profile |
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Other fee-only advisors in Salina
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Foundation Wealth Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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