# Foundations Financial Planning

Foundations Financial Planning is an Asset Manager based in Carthage, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Carthage, United States
- **Region:** North America
- **Address:** Atlanta, GA, United States
- **Assets under management:** Undisclosed
- **Website:** foundationsfp.com

## Regulatory record

- **CRD number:** 289944
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289944

## About

Foundations Financial Planning, LLC is a state-registered investment adviser in Carthage, MO. The firm manages approximately $30 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Private Credit
- Real Estate
- Private Equity

## People

- Allan Boomer — Managing Partner

## Questions

### Who runs investment decisions at Foundations Financial Planning?

Allan Boomer, the firm's Managing Partner, leads investment decisions. Boomer's professional background spans investment banking, advisory, and principal investing, and the deal-sourcing approach leans heavily on operator relationships and regional developer networks rather than on fund-of-funds allocations. The firm has not publicly disclosed a separate investment committee or additional named deal professionals.

### What is the geographic concentration of the firm's real estate investments?

The real estate portfolio is concentrated in the Southeastern United States, with confirmed activity in Georgia and Florida. The firm targets income-producing multifamily assets, industrial properties, and opportunistic commercial deals within this region. There is no public evidence of real estate holdings outside the Southeast.

### Does the firm impose lock-ups or require long-duration commitments?

No. Foundations Financial Planning does not impose the long-duration lock-ups typical of institutional private equity funds. Each deal is structured as a discrete transaction with its own liquidity timeline. This aligns with the firm's broader financial-planning orientation — clients are not required to commit capital to a blind pool for a decade.

### How does the firm source its private credit deals?

Private credit deal flow is sourced through a network of operating partners, regional developers, and intermediaries, with a particular emphasis on middle-market situations where regional banks have scaled back lending. Allan Boomer's public commentary in March 2025 specifically cited asset-based lending opportunities arising from bank retrenchment as a key sourcing tailwind.

## Related profiles

- [AdvisorShares](https://altss.com/profile/advisorshares)
- [Vioni Capital Management](https://altss.com/profile/vioni-capital-management-llc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/foundations-financial-planning-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology