# Foundation Wealth Planning

> Foundation Wealth Planning is a state-registered investment advisory firm in Salina, KS, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 15, 2026.

- CRD: 313197
- Filed as: FOUNDATION WEALTH PLANNING
- Legal name: Foundation Wealth Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Salina, KS
- Filing period: October 2026
- Form ADV filing dated: June 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313197
- AdvisorCensus page: https://advisorcensus.com/firm/foundation-wealth-planning-salina-ks-313197

## Quick answers

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

**Where is Foundation Wealth Planning located?**
Foundation Wealth Planning's principal office is in Salina, KS, according to its Form ADV.

**Is Foundation Wealth Planning registered with the SEC or a state?**
Foundation Wealth Planning is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 313197.

**How much does Foundation Wealth Planning manage?**
Foundation Wealth Planning reports $7,816,084 in regulatory assets under management in its Form ADV filing dated June 15, 2026 (100% discretionary).

**What types of clients does Foundation Wealth Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (25); high net worth individuals (2).

**Does Foundation Wealth Planning 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/313197

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $7,816,084
- Discretionary: $7,816,084
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $4,703,379 |
| High net worth individuals | 2 | $3,112,705 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- feeonlynetwork.com/financial-advisor/philip-francois
- foundationwealthplanning.com
- napfa.org/member/106667/39945
- plannersearch.org/financial-advisor/philip-francois
- rumble.com/c/c-3062112
- wealthtender.com/financial-advisors/phil-francois
- Facebook facebook.com
- Instagram @philfwp
- LinkedIn @foundation-wp
- LinkedIn @phil-francois
- X @f_w_planning
- X @PhilFWP
- YouTube @UCWi0clwQKNiBxuMhRi5Ox5A

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Foundation Wealth Planning (CRD 313197): Form ADV filing data as of October 2026.