Foundation Wealth Planning

Foundation Wealth Planning (CRD# 313197) is a financial advisory firm headquartered in Salina, KS. They manage $2,964,000 in 58 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2035 E Iron Ave, Suite #2, Salina, KS 67401
https://www.twitter.com/f_w_planning
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $51,103
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS

Financial Advisors at Foundation Wealth Planning
Showing 1 - 1 of 1 top financial advisors.
1
Philip Francois, financial advisor Salina KS
Philip B. Francois
CRD#: 6432808
2035 E Iron Ave, Suite #2, Salina, KS 67401

Philip Francois (CRD# 6432808) is an Investment Advisor Representative working at Foundation Wealth Planning in Salina, KS and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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