Stephen McDade
Foundation Wealth Management, LLC · Media, Pennsylvania
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $411.9M across 675 accounts |
| Credentials | CFP · CPA · ChFC · MSFS · MST |
| SEC registration | Investment adviser representative in PA, TX · CRD 4309796 |
| Exams passed | Series 63 (2000) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | myfoundationwealth.com |
How Stephen's firm compares
- Ongoing planning starts at $12,000 a year, above the Pennsylvania median of $3,600 for fee-only firms that publish prices.
- Foundation Wealth Management, LLC's average account is about $610,000, from its Form ADV (assets managed divided by 675 accounts).
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Questions about Stephen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Foundation Wealth Management, LLC 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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