Kyle Chapman
Advisor at Foundations Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Foundations Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Henderson, NV 89074
Credentials
CFP®, Series 63, Series 66
Industry experience
11 years
Kyle Chapman is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Foundations Investment Advisors LLC and Asset Preservation Wealth & Tax, and has previously worked at firms including American Trust Investment Services, Inc. and Clarity Capital Partners. In addition to his advisory roles, he is an independent insurance agent based in Henderson, NV. Foundations Investment Advisors provides financial planning and investment advisory services to a diverse client base, including individual investors, trusts, estates, retirement plans, and businesses. The firm utilizes model portfolios and third-party sub-advisers, offering both discretionary and non-discretionary management through a large network of affiliated offices.
Based on Foundations Investment Advisors LLC
Based on Foundations Investment Advisors LLC
Fixed financial planning fees typically range from $100 to $5,000, may go up to $7,500
Maximum 2.00% annually
Insurance products commissions ranging from 5% to 10%, separate from advisory fees
$100-$500 per hour for financial planning services
Account minimum: $5,000 Minimum fee: All accounts assessed a $50 annual administrative and technology fee Fee-only: Financial planning fees range from $100 to $5,000 fixed or $100 to $500 per hour
901 N Green Valley Pkwy, #100
Henderson, NV 89074
Nevada
Foundations Investment Advisors, LLC
2023 - Present (3 years)
Asset Preservation Wealth & Tax
2023 - Present (3 years)
Unemployed
2022 - 2023 (1 year)
American Trust Investment Services, Inc.
2020 - 2022 (2 years)
Clarity Capital Partners
2018 - 2022 (4 years)
WestPark Capital
2018 - 2020 (2 years)
Erman Retirement Advisory
2017 - 2018 (1 year)
Cetera Advisor Networks
2017 - 2018 (1 year)
Larson Financial Group
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")