Firm
Phoundational
Nicasio, California
Fee-only
Phoundational at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 13 individual clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Nicasio, California |
|---|---|
| Website | phoundational.com |
| Phone | (415) 662-3696 |
Phoundational fees
Phoundational 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 | 13 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 324552 |
Advisors at this firm (1)
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