Firm
Foresight Financial Advising
Vestavia, Alabama
Fee-only
Facts
| Based in | Vestavia, Alabama |
|---|---|
| Website | foresightfinancialadvising.com |
| Phone | (205) 963-7990 |
Foresight Financial Advising fees
Foresight Financial Advising doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, ongoing planning fee, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 15 |
| Financial planning | Offered |
| Form ADV filed | January 13, 2026 |
| SEC record | CRD 325040 |