CRD: 313197
Foundation Wealth Planning
$7.8M Total AUM
$7.8M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail
- Platforms
- MeridianBeacon
- Established Date
- 06-23-2021
- Office Locations
- 1
Office Locations
250 N Santa FE Suite E Salina KS
About Foundation Wealth Planning
Foundation Wealth Planning is a fee-only financial planning and investment management firm serving practicing Catholic families who want advice grounded in a biblical worldview. The team works virtually from central Kansas and beyond, building customized guidance to align portfolios and financial decisions with clients’ values. No commissions or hidden fees, and accounts can be custodied via Charles Schwab and Altruist.
Team overview
-- AVG AGE
$7.8M AVG AUM / ADVISOR
$289.5K AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Client Personas
Delta
Custodian
Legacy north Fusion Zenith crest
Investment Themes
Atlas
Investment Vehicles
Alpha Legacy matrix
Services
Crest vector Element Matrix Frontier
Technology
Crest Vector eagle
Owner & Executives
Philip Burdette Francois
Financial Planner
- CRD
- #6432808
- Ownership
- 75% or more
(924) 507-2370
signal.timber@fusioncapital.com
in linkedin.com/in/matrix-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,816,084 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,816,084 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,816,084
Public Funds:
27.8% Equity - Exchange:
43.4% Cash:
28.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $733,515,812 | 27.8% |
| Equity - Exchange | $1,145,129,002 | 43.4% |
| Cash | $759,901,273 | 28.8% |
| Total | $2,638,546,087 | 100.0% |