FOUNDATION WEALTH PLANNING

FOUNDATION WEALTH PLANNING of SALINA, KS is an SEC-registered investment adviser (CRD 313197). Regulatory assets under management: $7.8M.

Registration

• CRD: 313197
• Type: Registered investment adviser
• Location: 250 N SANTA FE, SALINA, KS, 67401
• Phone: 785-376-6334
• Latest filing: 2026-06-15
• Regulatory AUM: $7.8M
• Discretionary AUM: $7.8M
• Clients: 1
• Accounts: 121

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313197 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search