Foster & Motley Inc
SEC RegisteredFostering Life's Wealth
About the firm
Foster & Motley takes a customized, common sense approach to Wealth Management, enabling wealth-wise transactions and planning to help clients navigate their financial terrain with unbiased, critical, and fearless thinking. The firm combines Financial Planning and Investment Management to provide a comprehensive, cohesive Wealth Management experience. Foster & Motley offers customized, fee-only tiers of service attuned to each client's unique goals and needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth Management, Financial Planning, and Investment Management, offered in customized fee-only service tiers (Prime: $2M–$5M; Premier: $5M–$10M; Legacy: $10M+).
Who they serve
Clients with investments starting at $2,000,000, including those seeking to change financial advisors, individuals planning for retirement, and those looking to take a proactive role in understanding their finances and investments.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 251 | $111M |
| High Net Worth Individuals | 668 | $2.8B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 2 | $1.2M |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
38 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
29 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Wealth Management - First $2M | 1.00% |
| Wealth Management - Next $3M | 0.75% |
| Wealth Management - Next $5M | 0.50% |
| Wealth Management - Above $10M | 0.25% |
| Institutional - First $1M | 1.00% |
| Institutional - Next $3M | 0.75% |
| Institutional - Next $6M | 0.50% |
| Institutional - Above $10M | 0.25% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Foster & Motley Inc has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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