Paul
Laviola

Foundation Wealth Management, LLC

CRD#3068433
Investment Advisor
in Media, PA

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About this Advisor

Paul Laviola is a certified financial planner based in Media, Pennsylvania who has 10 years of relevant experience. Laviola is an advisor for Foundation Wealth Management, LLC. Throughout their career, Laviola has worked at Rtd Financial Advisors, Foundation Wealth Management, LLC and Temple University. Laviola holds a Series 63 license, which qualifies them as a securities broker, and can operate in Pennsylvania. Foundation Wealth Management, LLC is a company based out of Media, PA. It administers $125 million in total assets among its 306 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 306 client accounts, 64% are associated with high-net-worth clients who have more than $1 million in assets. Foundation Wealth Management, LLC performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice depend on which services the firm provides the client. Fee types billed by Foundation Wealth Management, LLC likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

9 West Third Street
Media, PA 19063

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Foundation Wealth Management, LLC Brokerage Details

Total Assets Under Management

$124,774,308

PA Average: $15,833,994,310
Total Number of Employees

2

PA Average: 41
Total Number of Accounts

306

PA Average: 3,342
Average Account Size

$407,759

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Paul Laviola Work History

Paul has been registered as a financial advisor for 10 years.*

2016 - Present (8 years)

Temple University

2013 - Present (11 years)

Foundation Wealth Management, LLC

2012 - 2016 (4 years)

Temple University

2006 - 2013 (7 years)

Rtd Financial Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Paul Laviola to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Foundation Wealth Management, LLC

Stephen Mcdade
Media, PA
Paul Laviola
Media, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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