Individuals
Foster Group serves the individual financial planning, retirement, and wealth management needs of people and families from all walks of life.
Financial Planning and Advisory Services for Individuals
We serve clients who care about their future and the future of those who rely on them. We provide them with personalized guidance and high levels of service. We help them achieve peace of mind – the confidence that they’re making the right financial choices for long-term, sustainable success.
Chances are good that you have a friend, colleague, or family member who already works with Foster Group.
We serve hundreds of doctors, dentists, and other medical professionals – from residency through retirement – giving us a unique perspective on the financial concerns, opportunities, and decisions they face over the course of their careers. They value our experienced, research-based guidance, as well as our ability to tailor our relationship to their personal financial DNA.
The trusted Foster Group team also works with business owners, executives, and their families – leaders who are future-focused and seeking collaborative help in building their life and legacy.
Pricing Schedules for Individuals
As a fee-only investment management firm, we act as our clients’ fiduciary. This means we are obligated to act in your best interest and not put our interest ahead of yours. We have customized client services based on the needs of the client.
Get Started with Specialized Financial Planning & Investment Services for Individuals.
FAQs
How much does it cost to work with Foster Group?
Our pricing is typically based on a percentage of your assets under our management. We also have pricing arrangements with clients that are based on customized client services. We do not receive compensation from third parties through commissions-based sales of their financial products. The only revenue we receive is from our clients. For more information, view our Pricing Schedules. You can also view more details about our pricing in our Customer Relationship Summary.
Is there a minimum for working with Foster Group?
Foster Group has a minimum quarterly price of $300 for CoreWealth®, $1,250 for SignatureWealth®, and $12,500 for our SelectWealth® service offering. For more information about our pricing, view our Pricing Schedules.
What’s the difference between “fee-based”, “commission-based”, and “fee-only” advisors?
A fee-based financial advisor may receive compensation from the client but also charge fees based on AUM, bill an hourly or flat rate, and earn commission for sales of their financial products. Commission-based advisors receive commission based on the sale of financial products to clients. Both fee-based and commission-based advisors adhere to a lower legal standard, which simply requires them to sell products and make recommendations that are “suitable” for their clients.
A fee-only financial advisor receives compensation directly from the client based on a percentage of their assets under management (AUM), an hourly rate, a flat rate, or retainer. Fee-only financial advisors do not get compensated by third parties through commissions based on sales of their financial products. Fee-only financial advisors act as their clients’ fiduciary meaning they are obligated to put the client’s interests first. Foster Group has been a fee-only registered investment advisor since 1992.