Wealth Manager
    SEC Registered
    Manages Private Funds

    Foster Group, Inc.

    Registered investment advisor · West Des Moines, Iowa · CRD #107148

    Assets Under Management
    $4.8B
    Client Accounts
    7,346
    Employees
    93
    CRD Number
    107148
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Foster Group, Inc.

    Foster Group, Inc. is a fee-only investment advisory firm founded in 1989, offering fiduciary financial planning and investment services in Des Moines, IA, and Omaha, NE. It is known for personalized guidance and high standards of conduct.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Foster Group, Inc.'s AUM?

    Foster Group, Inc. reports approximately $4.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Foster Group, Inc. headquartered?

    Foster Group, Inc. is headquartered in West Des Moines, Iowa.

    What is Foster Group, Inc.'s CRD number?

    Foster Group, Inc.'s CRD number is 107148. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Foster Group, Inc. manage?

    Foster Group, Inc. manages approximately 7,346 client accounts according to its latest SEC filing.

    Is Foster Group, Inc. SEC registered?

    Yes, Foster Group, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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