F
$14.9K Total AUM
$14.9K Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-14-2024
- Office Locations
- 1
Office Locations
-- Alma GA
About Foresight Financial Planning
Foresight Financial Planning is a fee-only, flat-fee RIA focused on optometrists and their families, especially early- to mid-career ODs. The firm provides comprehensive planning and investment management, including student loan strategy, tax and retirement planning, insurance analysis, and practice-ownership/business planning. Led by Tyler Day (CSLP) and supports clients via Altruist and RightCapital.
Team overview
-- AVG AGE
$14.9K AVG AUM / ADVISOR
$7.5K AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
T
Tyler C. Day
Chief Compliance Officer, Owner
- CRD
- #7865046
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,924 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,924 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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