Foresight Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,924
Clients
1
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$14,924
About
Foresight Financial Planning provides financial planning and investment management to individual clients, including those it describes as high‑net‑worth individuals. Services include ongoing and project‑based planning as well as educational seminars and speaking engagements on personal finance topics.
The firm operates on a fee‑only basis and uses fixed recurring and project fees rather than charging a percentage of assets under management; investment management is offered alongside planning engagements and generally executed on a discretionary basis. Its process combines passive allocations using index mutual funds and ETFs with fundamental analysis of individual securities and funds, and the firm recommends a third‑party custodian platform to hold client assets.
Distinctive features noted in the brochure include a very small reported client base and asset level (about $14,924 in AUM and one client), the firm’s use of hypothetical performance illustrations in its marketing, and a formal offering of educational seminars — all of which are uncommon among independent advisers. The brochure also discloses that advisory personnel hold a Certified Student Loan Professional (CSLP) designation and that the firm may use standing letters of authorization for client‑directed transfers.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General estate planning guidance
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement withdrawal strategies
Fee options
Project-based financial planning fees range from $1,000 to $4,000; initial financial plan fee up to $4,000
Ongoing financial planning fees range from $100 to $400 per month, paid monthly in arrears
Minimum fee: Initial comprehensive financial plan fee up to $4,000; ongoing financial planning fees ranging from $100 to $400 monthly Fee-only: Fee-only compensation; no commissions received
Main office location
Foresight Financial Planning
Alma GA, United States
Number of offices
1
Most active in
Foresight Financial Planning has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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