# Stephen McDade

> Stephen McDade is a fee-only financial advisor at Foundation Wealth Management, LLC in Media, Pennsylvania, who holds the CFP, CPA and ChFC credentials. Stephen charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $12,000 a year) and focuses on flat-fee planning and retirement planning.

Page: https://find.wellspent.co/advisors/stephen-mcdade/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Foundation Wealth Management, LLC
- **Based in:** Media, Pennsylvania
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $12,000 a year
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $411.9M across 675 accounts
- **Credentials:** CFP, CPA, ChFC, MSFS, MST
- **Specialties:** Flat-fee planning, Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4309796 (https://adviserinfo.sec.gov/individual/summary/4309796)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 63 (2000)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://myfoundationwealth.com

## Frequently asked questions

### Is Stephen McDade a fee-only financial advisor?

Yes. Stephen McDade is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Stephen's firm.

### How does Stephen charge for financial advice?

Stephen charges a flat fee or retainer and an ongoing planning fee.

### How much does Stephen charge?

According to Foundation Wealth Management, LLC's website, checked October 28, 2026: ongoing planning from $12,000 a year.

### Does Stephen work with clients virtually?

Yes. Foundation Wealth Management, LLC says on its website that it works with clients remotely.

### Where is Stephen McDade based?

Stephen McDade is based in Media, Pennsylvania.

### What does Stephen specialize in?

Stephen's specialties include flat-fee planning and retirement planning. Stephen works with retirees and pre-retirees.

### What credentials does Stephen McDade hold?

Stephen McDade holds the CFP, CPA, ChFC, MSFS and MST credentials.

### Is Stephen McDade registered with the SEC?

Yes. Stephen McDade is registered as an investment adviser representative in PA and TX (CRD 4309796), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Foundation Wealth Management, LLC manage?

Foundation Wealth Management, LLC reports $411.9M across 675 accounts in assets under management.

### How do I contact Stephen McDade?

Through Stephen's website, myfoundationwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/7413): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://myfoundationwealth.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.