Advisor at Foundations Investment Advisors LLC
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Firm
Foundations Investment Advisors LLC
Location
Topeka, KS 66604
Credentials
Series 65
Industry experience
6 years
Thad Wellshear is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC in Topeka, KS, where he has worked since 2019. He has six years of industry experience and also serves as president of TGW Wealth Management, providing insurance, annuity solutions, and administrative support related to tax and non-legal estate planning. Prior to Foundations, he has been involved with Creative Senior Solutions since 2003. Foundations Investment Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm utilizes model allocations and sub-advisers in portfolio management and operates 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
1315 Sw Arrowhead Road
Topeka, KS 66604
Kansas
Foundations Investment Advisors LLC
2019 - Present (7 years)
Creative Senior Solutions
2003 - Present (23 years)
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.
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