Financial Foundations, INC.
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
5
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Financial Foundations Inc. provides financial planning services, including budgeting, tax planning, education planning, retirement planning, estate planning, investment analysis, and corporate benefit analysis. They offer advice on IRA rollovers and act as an ERISA investment advice fiduciary. Clients are under no obligation to implement recommendations through them.
Fee Structure
Financial Foundations charges $250 per hour for financial planning services, payable as services are rendered. Fees are not negotiable. Clients are not obligated to implement financial planning recommendations through Financial Foundations' advisors, but doing so will incur additional fees such as brokerage expenses and asset management fees.
Areas of Practice
Location
One Research Drive, Suite 100B, Westborough, MA, 01581