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KC
CFP
KC
CFP

Kyle Chapman

Foundations Investment Advisors LLC
11 Years of Experience
Henderson, NV
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Kyle Chapman is a CFP-designated registered investment advisor at Foundations Investment Advisors LLC, based in Henderson, NV, with 11 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 29,663 clients with $10B in assets under management.

Foundations Investment Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
297 advisors
Number of Clients
29,663 clients
Average Client Portfolio
$340K average
Assets Under Management
$10.1B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.00%. Fees are negotiable. Accounts with more than three investment strategies incur an additional $15 annual fee per extra strategy, and all accounts pay a $50 annual administrative and technology fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

901 N Green Valley Pkwy, #100, Henderson, NV, 89074

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 2024
Final
Customer Dispute
November 2022
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kyle works as an independent insurance agent in Henderson, NV, earning commission-based compensation. This activity takes nearly full-time hours.

Employment History
Current Registrations
Foundations Investment Advisors LLC
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
American Trust Investment Services, INC.Broker
November 2020 - July 2022 · 1 yr 8 mos
Clarity Capital Partners
November 2018 - July 2022 · 3 yrs 8 mos
Westpark Capital, INC.Broker
August 2018 - October 2020 · 2 yrs 2 mos
Erman Retirement Advisory
May 2018 - July 2018 · 2 mos
Cetera Advisor Networks LLC
May 2018 - July 2018 · 2 mos
Cetera Advisor Networks LLCBroker
August 2017 - July 2018 · 11 mos
Larson Financial Group, LLC
February 2016 - August 2017 · 1 yr 6 mos
Larson Financial Securities, LLCBroker
February 2016 - August 2017 · 1 yr 6 mos
Sagepoint Financial, INC.Broker
March 2014 - December 2015 · 1 yr 9 mos
State Registrations2 states
NVTX
Advisor

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.

Exams
No exam information available for this advisor.
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