Foundations Financial Planning
Carthage, Missouri
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 CFP.
- Its ongoing planning fee starts at $4,800 a year, in line with the Missouri median of $4,770.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Carthage, Missouri |
|---|---|
| Website | foundationsfinance.com |
| [email protected] | |
| Phone | (469) 046-9963 |
Questions about Foundations Financial Planning
How much does Foundations Financial Planning charge?
Foundations Financial Planning publishes these prices: ongoing planning: from $4,800 a year; one-time plan: from $199; asset-based fee: 0.75% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How many advisors does Foundations Financial Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Foundations Financial Planning.
What does Foundations Financial Planning specialize in?
Foundations Financial Planning's advisors and website list equity compensation, student loans, tax planning and retirement planning.
Is Foundations Financial Planning accepting new clients?
Yes, according to Foundations Financial Planning's website, checked October 28, 2026.
Does Foundations Financial Planning work with clients virtually?
Yes. Foundations Financial Planning's website says it works with clients virtually.
Foundations Financial Planning 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 $4,800 a year |
|---|---|
| One-time plan | From $199 |
| Asset-based fee | 0.75% a year on the first tier of assets |
| How it charges | Ongoing planning fee · Percentage of assets · One-time plans or projects |
In the firm's words
"Starting at $400/month, On boarding Fee of $500" source
"Starting at $199" source
"Annual fee of 0.75% of Assets under Management" source
"By paying a fixed monthly fee, clients get to work with a planner who will help them to design their plan." 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.
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