# Foster & Wood, Inc.

> Foster & Wood, Inc. is an SEC-registered investment advisory firm in Lake Oswego, OR, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 165362
- Filed as: FOSTER & WOOD, INC.
- Also doing business as: FOSTER & WOOD
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lake Oswego, OR
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165362
- AdvisorCensus page: https://advisorcensus.com/firm/foster-and-wood-inc-lake-oswego-or-165362

## Quick answers

**How is Foster & Wood, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Foster & Wood, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Foster & Wood, Inc. charge?**
Its Form ADV Part 2A brochure dated March 20, 2026 states: Flat fee: $4,000 to $100,000 (Retirement Plan Advisory Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Foster & Wood, Inc. located?**
Foster & Wood, Inc.'s principal office is in Lake Oswego, OR, according to its Form ADV.

**Is Foster & Wood, Inc. registered with the SEC or a state?**
Foster & Wood, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 165362.

**How much does Foster & Wood, Inc. manage?**
Foster & Wood, Inc. reports $218,692,762 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (71% discretionary).

**How have Foster & Wood, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Foster & Wood, Inc.: Regulatory assets under management: $115,672,927 in the October 2021 data and $218,692,762 in the October 2026 data, up 89%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Foster & Wood, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47); pension and profit sharing plans (but not the plan participants or government pension plans) (40); high net worth individuals (21).

**Which custodians does Foster & Wood, Inc. use?**
Foster & Wood, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists ADP Broker-Dealer, Inc., Broadridge Business Process Outsourcing, LLC, Charles Schwab & Co., Inc. and Empower Financial Services, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Foster & Wood, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/165362

**What changed in Foster & Wood, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $188,979,127 to $218,692,762 (+16%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Flat fee: $4,000 to $100,000 (Retirement Plan Advisory Services)

> Plan Sponsors may elect to be billed a flat dollar fixed fee. Fixed fees range from $4,000 to $100,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- ADP Broker-Dealer, Inc.
- Broadridge Business Process Outsourcing, LLC
- Charles Schwab & Co., Inc.
- Empower Financial Services, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $218,692,762
- Discretionary: $155,218,813
- Non-discretionary: $63,473,949

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $9,075,417 |
| High net worth individuals | 21 | $37,207,489 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 40 | $172,409,856 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fosterandwood.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $115,672,927 | 2 | February 24, 2021 |
| October 2022 | $137,409,513 | 2 | August 29, 2022 |
| October 2023 | $138,509,167 | 2 | March 21, 2023 |
| October 2024 | $164,248,088 | 3 | March 18, 2024 |
| October 2025 | $188,979,127 | 3 | March 25, 2025 |
| October 2026 | $218,692,762 | 3 | March 20, 2026 |

Regulatory assets under management: $115,672,927 in the October 2021 data and $218,692,762 in the October 2026 data, up 89%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $188,979,127 to $218,692,762 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Foster & Wood, Inc. (CRD 165362): Form ADV filing data as of October 2026.