Foster Wealth (CRD# 165362) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $48,952,153 in 102 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management49MILLION
Total Number of Accounts102ACCOUNTS
Average Account Value$479,923
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
David Foster (CRD# 4584178) is an Investment Advisor Representative working at Foster Wealth in Lake Oswego, OR and has over 15 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.
Timothy Wood (CRD# 4428218) is an Investment Advisor Representative working at Foster Wealth in Lake Oswego, OR and has over 16 years of experience in the finance industry.