Susan Foard
Pugh Wealth Management · Knoxville, Tennessee
Susan Foard is a fee-only financial advisor at Pugh Wealth Management in Knoxville, Tennessee. Susan focuses on tax planning, estate & legacy planning and small business owners. Pugh Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Pugh Wealth Management |
|---|---|
| Based in | Knoxville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $43.7M across 51 accounts |
| SEC registration | Investment adviser representative in TN · CRD 7213336 |
| Exams passed | Series 65 (2020) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.pughwealth.com |
| Profile |
How Susan's firm compares
- Pugh Wealth Management's average account is about $857,000, from its Form ADV (assets managed divided by 51 accounts).
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Questions about Susan
Is Susan Foard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Susan holds no broker registration, and Pugh Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Susan charge for financial advice?
Susan's firm, Pugh Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Susan Foard based?
Susan Foard is based in Knoxville, Tennessee.
What does Susan specialize in?
Susan's specialties include tax planning, estate & legacy planning and small business owners.
Is Susan Foard registered with the SEC?
Yes. Susan Foard is registered as an investment adviser representative in TN (CRD 7213336), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pugh Wealth Management manage?
Pugh Wealth Management reports $43.7M across 51 accounts in assets under management.
How do I contact Susan Foard?
Through Susan's website, www.pughwealth.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
- Pugh Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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