CRD: 313197
Foundation Wealth Planning
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-23-2021
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 27 clients, or 27 clients per representative. That equates to $289.5K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on June 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Foundation Wealth Planning record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Philip Burdette Francois
Financial Planner
- CRD
- #6432808
- Ownership
- 75% or more
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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
SMA allocation detail is available
Foundation Wealth Planning has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.