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FOUNDATION WEALTH PLANNING

FOUNDATION WEALTH PLANNING LLC

CRD 313197

Visit website

250 N SANTA FE, SUITE E, SALINA, KS, 67401, United States

Phone

785-376-6334

Fax

Registration

— (—)

Source

State registered

Total AUM

$7.8M

Discretionary AUM

$7.8M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-15

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals25$4.7M
High net worth individuals2$3.1M

All web addresses on file

Official SEC filing: View on IAPD