Foundations Investment Advisors LLC
Phoenix, AZ·SEC-registered · CRD #175083
Foundations Investment Advisors LLC is an SEC-registered investment advisory firm in Phoenix, AZ managing $10B across 64k client accounts, with 289 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$10B
Client accounts
64k
Advisory staff
289
Fee model
Fee-based
How Foundations Investment Advisors LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Foundations Investment Advisors LLC
How much does Foundations Investment Advisors LLC manage?
Per its most recent SEC Form ADV filing (06/12/2026), Foundations Investment Advisors LLC reports $10B in regulatory assets under management across roughly 64k client accounts.
How does Foundations Investment Advisors LLC charge?
Foundations Investment Advisors LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Foundations Investment Advisors LLC a fiduciary?
Yes. Foundations Investment Advisors LLC is registered with the U.S. Securities and Exchange Commission (CRD #175083), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Foundations Investment Advisors LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Foundations Investment Advisors LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Foundations Investment Advisors LLC's public SEC Form ADV filing (CRD #175083, filed 06/12/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Foundations Investment Advisors LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Foundations Investment Advisors LLC? Claim this profile.