Foundation Wealth Management, LLC

Foundation Wealth Management, LLC is a registered investment adviser established in 2003 and majority-owned by President Pamela A. Hardin. The firm offers investment management, financial planning, and consulting services with a mission to provide personalized financial advice. As of December 31, 2024, the firm managed over $593 million in assets, with both discretionary and non-discretionary services available. Clients are required to enter into agreements before receiving services, and the firm gathers detailed client information to create tailored investment recommendations. Clients can withdraw assets with notice, but the firm recommends holding assets in brokerage accounts at Fidelity Investments. The firm charges annual fees based on a percentage of assets under management, with a minimum annual fee of $10,000. Fees are pro-rated and charged quarterly in advance. FWM does not charge performance-based fees and primarily allocates client assets among various investments based on Modern Portfolio Theory. The firm does not have any disciplinary events to report and does not compensate third parties for endorsements. FWM has investment discretion for most accounts, with the authority to buy and sell securities based on client objectives and risk tolerance. Clients are responsible for voting proxies and making decisions on corporate actions related to their securities. The firm does not require prepayment of advisory fees six months in advance and, therefore, does not provide audited financial statements.