# Financial Foundations, Inc.

> Financial Foundations, Inc. is a state-registered investment advisory firm in Southborough, MA, registered since 2001, with no regulatory assets under management reported in its Form ADV filing dated March 26, 2026.

- CRD: 129212
- Filed as: FINANCIAL FOUNDATIONS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Southborough, MA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129212
- AdvisorCensus page: https://advisorcensus.com/firm/financial-foundations-inc-southborough-ma-129212

## Quick answers

**How is Financial Foundations, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Foundations, Inc. reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Financial Foundations, Inc. located?**
Financial Foundations, Inc.'s principal office is in Southborough, MA, according to its Form ADV.

**Is Financial Foundations, Inc. registered with the SEC or a state?**
Financial Foundations, Inc. is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 129212.

**Does Financial Foundations, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/129212

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2001 (25 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- financial-foundations.com
- LinkedIn @financial-foundations-inc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Foundations, Inc. (CRD 129212): Form ADV filing data as of October 2026.