Stewart
Willis
Foundations Investment Advisors LLC
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About this Advisor
Stewart Willis is a financial advisor based in Surprise, Arizona, working with Foundations Investment Advisors LLC. Stewart has previously held positions at Gateway Financial, Foundations Investment Advisors, LLC, Asset Preservation Tax & Retirement Services, Asset Preservation Wealth & Tax, and Alpha1 Tax & Wealth Management. Stewart has passed the Series 65 regulatory exam and is registered to provide services in Arizona, California, Colorado, Nevada, and Texas. Currently, Stewart is part of Foundations Investment Advisors LLC, which operates out of Surprise, Arizona. The firm has 85 offices and 240 employees. The firm manages assets totaling $5.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Foundations Investment Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Foundations Investment Advisors LLC Brokerage Details
$5,442,145,599
240
42,079
$129,332
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Stewart Willis Work History
Alpha1 Tax & Wealth Management
Foundations Investment Advisors, LLC
Asset Preservation Tax & Retirement Services
Asset Preservation Wealth & Tax
Gateway Financial
Disclosures
Please visit the SEC profile of Stewart Willis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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