Foundation Wealth Management is an independent, employee-owned, fee-only financial planning and wealth management firm serving individuals and families. Founded to challenge traditional Wall Street practices, the firm emphasizes transparent advice, fiduciary responsibility, and putting clients’ interests first. Its team provides ongoing financial planning and investment management, creating personalized strategies to help clients build, prepare for, and enjoy wealth at different stages of life, including retirement.

The firm charges a flat annual fee of $12,000, billed quarterly, rather than percentage-based or commission-driven fees, and states that it accepts no compensation beyond its advisory fee. Client investments are held with Charles Schwab, an independent custodian; the firm assists with opening, transferring, and funding accounts without taking custody of client assets. Foundation Wealth Management works collaboratively across its team and can meet clients in person or virtually.

Its offices are in Media, Pennsylvania, and Wilmington and Rehoboth Beach, Delaware. The firm focuses on ongoing relationships and does not offer hourly or one-time financial planning