Foster Wealth

Foster Wealth (CRD# 165362) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $31,355,381 in 74 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $423,721
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Foster Wealth
Showing 1 - 2 of 2 top financial advisors.
1
David T. Foster
CRD#: 4584178
5 Centerpointe Drive, Suite 400, Lake Oswego, OR 97035
96
Wealthminder
score

David Foster (CRD# 4584178) is an Investment Advisor Representative working at Foster Wealth in Lake Oswego, OR and has over 14 years of experience in the finance industry. David Foster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Timothy E. Wood
CRD#: 4428218
5 Centerpointe Drive, Suite 400, Lake Oswego, OR 97035
93
Wealthminder
score

Timothy Wood (CRD# 4428218) is an Investment Advisor Representative working at Foster Wealth in Lake Oswego, OR and has over 15 years of experience in the finance industry.

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