Foundations Investment Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$500/hr

“Hourly fees range from $100-$500 per hour.”

Flat or project fee

$100⁠-⁠$5,000

“Fixed fees typically range from $100 - $5,000 depending on the type of service, complexity and duration of the service provided.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Foundations Investment Advisors LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for any partial period (month or quarter) will be prorated based upon the number of calendar days in the period (month or quarter) that the advisory agreement is in effect.”
• “When charging in arrears on either a monthly or quarterly billing cycle, fees are based on the average daily value of the assets of the period (month or quarter) just ended.”
• “If advisory services are discontinued during a quarter, a prorated portion of that calendar quarter’s fees will be refunded to the Client.”

How Foundations Investment Advisors LLC’s fees compare

• Its hourly rate of $100-$500 spans the Arizona median of $275. 52% of the 195 other Arizona planners that publish an hourly rate charge less.
• 20 of the 42 other planners in Phoenix that publish an hourly rate charge less.
• Its flat or project fee of $100-$5,000 spans the Arizona median of $3,100. 37% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 11 of the 30 other planners in Phoenix that publish a flat or project fee charge less.

About Foundations Investment Advisors LLC

• Firm size: 353 employees.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

29,615

Employees

353

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$10,097,715,159

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

175083

Website

fiwealth.com (opens in new tab)

Phone

(480) 626-2979

Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

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