Foundation Planning, LLC
Foundation Planning, LLC (CRD# 297963) is a financial advisory firm headquartered in Marietta, GA. They serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management0MILLION
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA
Financial Advisors at Foundation Planning, LLC
1
Phillip Zaffos (CRD# 6983082) is an Investment Advisor Representative working at Foundation Planning, LLC in Marietta, GA and has over 6 years of experience in the finance industry.
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