Tania C. Foster

PlanTrust Wealth Management

140 Wildewood Park Drive
Suite 108

Columbia, SC 29223

803-708-0047

Live Better Today, Prepare For Tomorrow

About PlanTrust Wealth Management

We Offer solutions to help you make sense of your finances. Our goal is to understand what is most important to you. We'll arm you with the resources to help you build from where you are now, while also preparing for the future.

General Information

Firm Start Year

2021

CRD#

5509910

Firm CRD#

312393

States Licensed in

South Carolina and other jurisdiction were exempted

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Wells Fargo Bank/ Wells Fargo Advisors, 2020-2021 Edward Jones, 2018-2020 Empower Retirement, 2015-2018

Work with the following types of clients

Businesses, Non-Profit Organizations, Individual Investors

Services

Investment Types

Insurance, Mutual Funds, Bonds, Stocks, Annuities, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Can meet clients in the following ways

Via Email, Via Phone, Our Offices, Your Office, Your Home, Video Conference

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AAMS^®

Securities Licenses

Series 7, Series 63, Series 66, Series 6

Insurance and Annuity Licenses

Life, Long Term Care

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Flat Fee

Education

MBA - Finance

UofSC
08/14/2021 - 08/31/2022

Disclosures

https://adviserinfo.sec.gov/firm/summary/312393.