Stewart Willis
Stewart Willis is a registered investment advisor at Foundations Investment Advisors LLC, based in Peoria, AZ, with 7 years of industry experience. Stewart 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
16150 N Arrowhead Fountains Center Dr, Suite 200, Peoria, AZ, 85382
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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
Stewart is the Managing Member/President and an Independent Insurance Agent at Asset Preservation Wealth & Tax since 2018, dedicating about half of his time. He is also the President & Independent Insurance Agent at Alpha1 Tax & Wealth Management since 2022, spending about 10-20% of his time there.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Asset Preservation Wealth & Tax
State Registrations6 states
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