Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
19 clients
Average Client Portfolio
$260K average
Assets Under Management
$4.9M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.35%
$1.0M - $3.0M1.20%
$3.0M - $5.0M0.95%
$5M+0.70%

The annual fee is negotiable based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:Up to $15,000
Hourly Rate:$250/hr

FWP charges an annual investment advisory fee based on total assets under management. The fee is tiered, ranging from 1.35% on the first $1,000,000 to 0.70% on amounts over $5,000,000. Fees are billed monthly in arrears. The annual fee is negotiable based upon certain criteria. Financial planning is offered on a fixed fee basis up to $15,000 for the initial plan and up to $12,000 for subsequent years. Hourly consultation services are offered at $250 per hour with a one-hour minimum. FWP may waive the planning fee for clients with a minimum of $250,000 of assets under management with FWP.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningHigh Net Worth
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Advisor Information

Office location

250 N Santa Fe, Suite E, Salina, KS, 67401

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Foundation Wealth Planning
December 2024 - Present · 1 yr 1 mo
State Registrations2 states
CAKS
Advisor
Exams
No exam information available for this advisor.