# Firm Foundation Wealth Advisors

> Firm Foundation Wealth Advisors is a state-registered investment advisory firm in Charleston, SC, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 17, 2026.

- CRD: 342198
- Filed as: FIRM FOUNDATION WEALTH ADVISORS
- Legal name: Firm Foundation Wealth Advisors LLC
- Registration: State-registered investment adviser (status as filed: CONDREST)
- Location: Charleston, SC
- Filing period: October 2026
- Form ADV filing dated: June 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342198
- AdvisorCensus page: https://advisorcensus.com/firm/firm-foundation-wealth-advisors-charleston-sc-342198

## Quick answers

**How is Firm Foundation Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Firm Foundation Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Firm Foundation Wealth Advisors located?**
Firm Foundation Wealth Advisors' principal office is in Charleston, SC, according to its Form ADV.

**Is Firm Foundation Wealth Advisors registered with the SEC or a state?**
Firm Foundation Wealth Advisors is a state-registered investment advisory firm. Status as filed: CONDREST. CRD 342198.

**How much does Firm Foundation Wealth Advisors manage?**
Firm Foundation Wealth Advisors reports $0 in regulatory assets under management in its Form ADV filing dated June 17, 2026.

**Does Firm Foundation Wealth Advisors 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/342198

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: Not reported
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Firm Foundation Wealth Advisors (CRD 342198): Form ADV filing data as of October 2026.