Robert Foster
Plain Talk Financial Planning · Amesbury, Massachusetts
Robert Foster is a fee-only financial advisor at Plain Talk Financial Planning in Amesbury, Massachusetts. Plain Talk Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Plain Talk Financial Planning |
|---|---|
| Based in | Amesbury, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.4M across 5 accounts |
| SEC registration | Investment adviser representative in MA · CRD 7992140 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | plaintalkfinancial.com |
How Robert's firm compares
- Plain Talk Financial Planning's average account is about $271,000, from its Form ADV (assets managed divided by 5 accounts).
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Questions about Robert
Is Robert Foster a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Plain Talk Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Plain Talk Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Foster based?
Robert Foster is based in Amesbury, Massachusetts.
Is Robert Foster registered with the SEC?
Yes. Robert Foster is registered as an investment adviser representative in MA (CRD 7992140), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Plain Talk Financial Planning manage?
Plain Talk Financial Planning reports $1.4M across 5 accounts in assets under management.
How do I contact Robert Foster?
Through Robert's website, plaintalkfinancial.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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