Terek Wilson
Terek Wilson is a registered investment advisor at Foundations Investment Advisors LLC, based in Parkland, FL, with 16 years of industry experience. Terek 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
Parkland, FL
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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
Terek works as an insurance agent for LS Financial Group, LLC, an insurance firm, since February 2025.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Lsf Capital LLC
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Creativeone Wealth, LLC
Creativeone Securities, LLCBroker
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
Allstate Financial Advisors, LLC
Allstate Distributors, L.L.C.Broker
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
Waddell & Reed
Ivy Funds Distributor, INC.Broker
Waddell & ReedBroker
Mariner Wealth Advisors, LLC
Firstpoint Financial, LLC
Montage Securities, LLCBroker
Pruco Securities, LLC.Broker
Oneamerica Securities, INC.Broker
MML Investors Services, INC.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.