Brett Tomlinson
Brett Tomlinson is a CFP-designated registered investment advisor at Foundations Investment Advisors LLC, based in Phoenix, AZ, with 18 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 25,166 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle. The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser fees are included in the fee schedule above.
Fee Estimator
Location
4050 E. Cotton Center Blvd., Suite 40, Phoenix, AZ, 85040
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brett works as a sales representative for Magellan Financial, selling annuity and life insurance products since December 2024. This activity takes a few hours per week.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Edgerock Wealth Management
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Guggenheim Funds Distributors, LLCBroker
Jackson National Life Distributors LLCBroker
Chase Investment Services CORP.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.