AUMdb

Foundation For Financial Planning Inc

EIN 581446336 · 501(c)(3) · Public charity · Washington, DC · recognized 1983

Assets
$32.2M
Revenue
$3.4M
Expenses
$2.3M
Investment income
$839K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Jonathan Dauphineesq Ceo $529,053 $26,077
Katherine Egan Vp of dev. & $202,574 $9,843
Rachel Roth Senior direc $162,373 $7,713
Jamie Grantham Operations d $115,550 $16,032
Dr Dave Yeske Dba Cfp Chair $0 $0
Ben Harrison Immediate pa $0 $0
Anthony Tony Svach Cima Vice chair $0 $0
Scott Kahan Cfp Trustee $0 $0
Joe Chornyak Trustee $0 $0
Yonhee Gordon Trustee $0 $0
Eric Grey Trustee $0 $0
Alexandra Armstrong Cfp Trustee $0 $0
Kalita Blessing Trustee $0 $0
Bernie Clark Trustee $0 $0
Terri Fiedler Trustee $0 $0
Steve Larson Trustee $0 $0
Jeffrey Jeff Concepcion Trustee $0 $0
Paul Drakeley Trustee $0 $0
Marty Kurtz Cfp Trustee $0 $0
Ed Walters Trustee $0 $0
Jocelyn Wright Trustee $0 $0
Gabrial Garcia Trustee $0 $0
Erica James Trustee $0 $0
Rohit Mahna Trustee $0 $0
Kristin Pugh Trustee $0 $0
Hussain Zaidi Trustee $0 $0
Megan Carpenter Trustee $0 $0
Natalie Wolfsen Trustee $0 $0