Firm
Foundations Financial Planning
Williamsburg, Virginia
Fee-only
Foundations Financial Planning at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 47 individual clients, 35 of them high net worth.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Williamsburg, Virginia |
|---|---|
| Phone | (757) 707-3603 |
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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 12 |
| High-net-worth clients | 35 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 22, 2026 |
| SEC record | CRD 149850 |