Foundation Retirement Plan Consultants, LLC is a mid-sized advisory firm based in Valley Stream. It manages $84.84 million of regulatory assets for 68 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of New Jersey and New York.
Foundation Retirement Plan Consultants provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Foundation Retirement Plan Consultants, LLC is $84.84 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Foundation Retirement Plan Consultants, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Foundation Retirement Plan Consultants is pension and profit sharing plans with 68 clients and $84.84 million of assets under management. Among the 3 most similar advisory firms, Foundation Retirement Plan Consultants has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $84.84 million for 68 clients. None of the firm’s clients are foreign persons or businesses.
Foundation Retirement Plan Consultants doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Foundation Retirement Plan Consultants, LLC performs its advisory services is located at 27 E. Merrick Rd., Valley Stream, NY 11580 The mailing address of the firm is 280 Highway 35, Red Bank, NJ 07701. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 516-256-2080. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at foundationrpc.com.