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.
Firm
Foundations Investment Advisors LLC
Location
Phoenix, AZ 85040
Credentials
Series 65
Industry experience
8 years
Stewart Willis is a financial advisor with Foundations Investment Advisors LLC in Denver, CO, holding a Series 65 credential and seven years of industry experience. He is also president and managing member of Asset Preservation Wealth & Tax and Alpha1 Tax & Wealth Management, where he provides tax, insurance, and estate planning services. Willis has been involved in financial services since 2005 through various firms, including Gateway Financial. Foundations Investment Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, retirement plans, and businesses. The firm operates through a large network of affiliated offices and utilizes model allocations and third-party sub-advisers to manage portfolios.
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
4050 E. Cotton Center Blvd., Suite 40
Phoenix, AZ 85040
Arizona · California · Colorado · Nevada · Oregon · Texas
Alpha1 Tax & Wealth Management
2022 - Present (4 years)
Asset Preservation Tax & Retirement Services
2018 - Present (8 years)
Asset Preservation Wealth & Tax
2018 - Present (8 years)
FOUNDATIONS INVESTMENT ADVISORS, llc
2018 - Present (8 years)
Gateway Financial
2005 - Present (21 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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