William
Gonzales

Foundations Investment Advisors LLC

CRD#6603051
Investment Advisor
in Phoenix, AZ

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About this Advisor

William Gonzales is a financial advisor based out of Phoenix, Arizona with 5 years of industry experience. Gonzales is an advisor for Foundations Investment Advisors LLC. Gonzales has gained experience at Farrah Tax Group, Foundations Investment Advisors, LLC and Comcast. Gonzales maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Colorado, Illinois and Indiana. Foundations Investment Advisors LLC is an advisory business that has its headquarters in Phoenix, AZ. The firm has offices in 85 locations and a total of 229 advisors. It oversees $4 billion in assets under management between its 34,273 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises one charities and foundations. Of its 34,273 accounts, 15% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules usually vary depending on the type of services provided. Fee types billed by Foundations Investment Advisors LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4310 E. Cotton Center Blvd. Suite 120
Phoenix, AZ 85040

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Foundations Investment Advisors LLC Brokerage Details

Total Assets Under Management

$3,760,076,801

AZ Average: $1,555,372,352
Total Number of Employees

229

AZ Average: 37
Total Number of Accounts

34,273

AZ Average: 1,370
Average Account Size

$109,710

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

William Gonzales Work History

William has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Foundations Investment Advisors, LLC

2015 - Present (9 years)

Farrah Tax Group

2007 - 2015 (8 years)

Comcast

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Gonzales to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Foundations Investment Advisors LLC

Andrew Harmon
Phoenix, AZ
Susan Mcbournie
Moultonborough, NH
Jacqueline Fursman
Wayzata, MN
Brittany Hagy
Phoenix, AZ
Andrew Williams
Warren, ME
Alin Lozada
Sarasota, FL
Murray Titterington
Phoenix, AZ
Thomas Fadden
Plymouth, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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