CRD: 297840
Foundational Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-09-2018
- Office Locations
- 1
Office Locations
About Foundational Financial Advisors, LLC
Foundational Financial Advisors, LLC provides custom-tailored, comprehensive financial planning and investment advice for individuals and businesses, drawing on academic financial science and professional experience while using technology to deliver cost-efficient service. The firm supports goals-based planning and risk-aware guidance and can serve clients regardless of location, including those who are remote or mobility-impaired; custody includes Charles Schwab.
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 15 clients, or 15 clients per representative. That equates to $299.3K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on January 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
PATRICK MYERS SULLIVAN
President
- CRD
- #6274835
- Ownership
- 75% or more
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,490,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,490,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Foundational Financial Advisors, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.