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Kyle Chapman

Advisor at Foundations Investment Advisors LLC

Updated today

Location

Henderson, NV 89074

Credentials

CFP®, Series 63, Series 66

Industry experience

11 years

About

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.

Client services

Based on Foundations Investment Advisors LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Foundations Investment Advisors LLC

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Foundations Investment Advisors LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed financial planning fees typically range from $100 to $5,000, may go up to $7,500

Percentage

Maximum 2.00% annually

Commissions

Insurance products commissions ranging from 5% to 10%, separate from advisory fees

Project-based

$100-$500 per hour for financial planning services

Other

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

Location

901 N Green Valley Pkwy, #100

Henderson, NV 89074

Most active in

Nevada

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 63, Series 66

Las Vegas, NV

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Deon Blaney is a financial advisor at Private Wealth Management LLC in Las Vegas, NV, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Private Wealth Management LLC since 2005. In addition to his advisory role, he is a self-employed life insurance agent. Private Wealth Management LLC provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, focusing on a small client base with approximately $123 million in assets under management. The firm employs fundamental analysis and tailored portfolios, including stocks, bonds, mutual funds, and ETFs, using a combination of long-term, short-term, and active trading strategies.

General retirement planning General tax planning Wealth management
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General retirement planning Tax-loss harvesting Roth conversion strategy
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Las Vegas, NV

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Annuities College savings (529s, UTMA, etc.) Life insurance needs analysis
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Wealth management Passive / index investing Active portfolio management
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Active portfolio management Options & derivatives strategies
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Wealth management
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