Timothy Lourenco
The Foundation Wealth Management · Fresno, California
Timothy Lourenco is a fee-only financial advisor at The Foundation Wealth Management in Fresno, California, who holds the CFP credential. The Foundation Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The Foundation Wealth Management |
|---|---|
| Based in | Fresno, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $13.2M across 136 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6075802 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Timothy's firm compares
- The Foundation Wealth Management's average account is about $97,000, from its Form ADV (assets managed divided by 136 accounts).
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Questions about Timothy
Is Timothy Lourenco a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and The Foundation Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Timothy charge for financial advice?
Timothy's firm, The Foundation Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Timothy Lourenco based?
Timothy Lourenco is based in Fresno, California.
What credentials does Timothy Lourenco hold?
Timothy Lourenco holds the CFP credential.
Is Timothy Lourenco registered with the SEC?
Yes. Timothy Lourenco is registered as an investment adviser representative in CA (CRD 6075802), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Foundation Wealth Management manage?
The Foundation Wealth Management reports $13.2M across 136 accounts in assets under management.
How do I contact Timothy Lourenco?
Contact details aren't on file yet. Search for The Foundation Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Fresno
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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