# FOUNDATIONAL RETIREMENT SOLUTIONS LLC

FOUNDATIONAL RETIREMENT SOLUTIONS LLC is an SEC-registered investment adviser.

## Registration

- CRD: 288564
- Type: SEC-registered investment adviser
- SEC file number: 801-114533
- Phone: 949-682-9232
- Latest filing: 2024-11-06
- Regulatory AUM: $138.2M
- Non-discretionary AUM: $138.2M
- Clients: 2
- Accounts: 25

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| CHETNEY WILLIAM ROBERT | CEO | — |
| OWEN JOHN MICHAEL | CCO | — |
| CHETNEY KIM HOFFMAN | MINORITY MEMBER | — |
| CHETNEY KIM | MINORITY MEMBER | — |
| GLYNN AMY ELIZABETH | CCO; CHIEF COMPLIANCE OFFICER | — |
| Kayajanian Jeffrey David | CCO; CHIEF COMPLIANCE OFFICER | — |
| CHETNEY WILLIAM JAMES | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288564/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288564/similar
- Related entities: https://search.stillhousedata.com/firm/288564/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288564

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.