Firm
Foundation Wealth Management, LLC
Media, Pennsylvania
Fee-only
Foundation Wealth Management, LLC at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 4 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 167 individual clients, 127 of them high net worth.
- Its average account is about $610,000 (assets it manages divided by its 675 accounts).
- Its ongoing planning fee starts at $12,000 a year, above the Pennsylvania median of $3,600.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Media, Pennsylvania |
|---|---|
| Website | myfoundationwealth.com |
| [email protected] | |
| Phone | (610) 548-7170 |
Foundation Wealth Management, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $12,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"We generally charge a flat annual fee starting at $12K*" source
"We generally charge a flat annual fee starting at $12K*" source
"The flat annual fee is billed in quarterly increments." source
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 | $412 million |
| Individual clients | 40 |
| High-net-worth clients | 127 |
| Accounts managed | 675 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-123756) |
| Financial planning | Offered |
| Form ADV filed | June 29, 2026 |
| SEC record | CRD 168270 |