Firm
Foundations Financial Planning
Carthage, Missouri
Fee-only
Foundations Financial Planning at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 1 advisor is listed here, who holds the PFS.
- Its Form ADV reports 1 employee and 47 individual clients, 8 of them high net worth.
- Its average account is about $642,000 (assets it manages divided by its 47 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Carthage, Missouri |
|---|---|
| Website | stockoptionplanner.com |
| Phone | (417) 986-3055 |
Foundations Financial Planning fees
Foundations Financial 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 | $30 million |
| Individual clients | 39 |
| High-net-worth clients | 8 |
| Accounts managed | 47 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 7, 2026 |
| SEC record | CRD 289944 |
Advisors at this firm (1)
Other fee-only firms in Missouri
- Four Rivers Financial · Columbia
- Fouts Law Group · Manchester
- Freedom Financial Advisors · Independence
- FYRA Capital Management · St. Charles
- Gateway Wealth Management, LLC · Saint Louis
- Generational Wealth Specialists · Des Peres
- Greater Than Financial LLC · Savannah
- Greystone Capital Partners Group · Kansas City