Foothills Financial Planning & Wealth Management, LLC

Foothills Financial Planning and Wealth Management, LLC, established in 2008, offers commission-free, fiduciary financial advice to clients of all asset levels. The firm, led by Kevin O'Reilly, CFP®, AIF®, operates on a fee-only basis, providing services based on assets under management or hourly rates. Clients benefit from a fiduciary relationship, ensuring advice is solely in their best interests. The firm manages approximately $128 million in client assets on a discretionary basis. Initial meetings are complimentary, followed by financial analysis and ongoing monitoring. Wealth management clients receive quarterly statements and reviews. The minimum account size is $400,000, with fees ranging from 0.5% to 0.99% of assets under management. Foothills Financial Planning does not participate in wrap fee programs and offers tax preparation services. Investment strategies focus on long-term growth, with a fundamental approach and various sources of analysis. The firm does not accept performance-based fees and primarily serves individual clients but may also advise trusts, estates, and organizations. Clients receive account statements directly from custodians, and the firm may accept voting authority for client securities in certain cases. Foothills Financial Planning maintains limited custody due to fee withdrawals from custodians and does not accept prepayment of fees exceeding $1,200 or more than six months in advance.