$30.2M Total AUM
$30.2M Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade · Wells Fargo
- Clients
- Retail
- Platforms
- Beacon quantum
- Established Date
- 11-15-2017
- Office Locations
- 1
Office Locations
-- Carthage MO
About Foundations Financial Planning, LLC
Foundations Financial Planning is a fee-only firm serving individuals and families with ongoing, tax-focused advice delivered virtually and in person. Founder Mike Zeiter (CPA/PFS, CFP®) provides comprehensive planning and investment management aligned to long-term goals; public disclosures indicate portfolios are primarily ETF-based. Custody includes Charles Schwab.
Team overview
34 AVG AGE
$30.2M AVG AUM / ADVISOR
$642.4K AVG AUM / CLIENT
8.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Asset Classes
Glacier
Custodian
Quantum
Investment Themes
Crest harbor Unison Optima zenith Atlas peak
Investment Vehicles
Delta
Services
Optima Quantum Vector Eagle Harbor north Ember harbor Harbor meridian Catalyst glacier
Technology
Ridge vital
Owner & Executives
Michael Zeiter
Chief Compliance Officer, Owner
- CRD
- #6861655
- Ownership
- 75% or more
(435) 478-9799
summit.insight@radialcapital.com
in linkedin.com/in/wave-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,192,472 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,192,472 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,192,472
Equity - Exchange:
28.4% Public Funds:
30.1% Cash:
41.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,367,961,908 | 28.4% |
| Public Funds | $1,449,846,952 | 30.1% |
| Cash | $1,998,958,422 | 41.5% |
| Total | $4,816,767,282 | 100.0% |