Foundation Wealth Planning
Salina, Kansas
Foundation Wealth Planning at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 27 individual clients, 2 of them high net worth.
- Its average account is about $65,000 (assets it manages divided by its 121 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Salina, Kansas |
|---|---|
| Website | foundationwealthplanning.com |
| [email protected] | |
| Phone | (664) 909-1137 |
Questions about Foundation Wealth Planning
How is Foundation Wealth Planning paid?
Foundation Wealth Planning's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Foundation Wealth Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Foundation Wealth Planning.
What is the average account at Foundation Wealth Planning?
Foundation Wealth Planning's average account is about $65,000. That's the assets on its Form ADV divided by its 121 accounts.
What does Foundation Wealth Planning specialize in?
Foundation Wealth Planning's advisors and website list sustainable & impact investing, retirement planning, estate & legacy planning and tax planning.
Foundation Wealth Planning fees
Foundation Wealth Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 25 |
| High-net-worth clients | 2 |
| Accounts managed | 121 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | June 15, 2026 |
| SEC record | CRD 313197 |
Advisors at this firm (1)
Other fee-only firms in Kansas
- Freedom Value Partners · Lenexa
- Freestate Advisors · Overland Park
- Gary M. Martinez · Mulvane
- Gbks · Great Bend
- Gentry Private Wealth · Wichita
- Glass Lakes Capital Management · Overland Park
- Golden Guidance · Overland Park
- Insight Investment Advisers · Leawood