Fee-only adviser · Linthicum, MD

Foundation Financial Advisors, Inc.

Foundation Financial Advisors, Inc. is a fee-only investment adviser registered with the securities regulator of Maryland, with its main office in Linthicum, Maryland. On its latest Form ADV, filed March 27, 2026, it reports 7 individual clients and 7 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

RegistrationState-registered: Maryland
Firm CRD number121604
Office785 Elkridge Landing Road Suite 100
Linthicum, MD 21090
Phone(410) 691-1100
Websiteffai.net
Regulatory assets under managementNot reported
Individual clients5 non-high-net-worth, 2 high-net-worth
Financial planning clients1-10
How it chargesHourly, Fixed fee
ServicesFinancial planning
Employees9
Disciplinary disclosuresNone reported
Latest Form ADV filingMarch 27, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
  • Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
  • It provides financial planning services, not only portfolio management.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Nearby

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