Dallin Schwendiman
Dallin Schwendiman is a registered investment advisor at Foundations Investment Advisors LLC, based in Sandy, UT, with 3 years of industry experience. Dallin 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
11075 S State St, Suite 9A, Sandy, UT, 84070
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
Dallin works as an advisor at Heritage Wealth Management, focusing on investment planning, sales, advising, and marketing. He dedicates full-time hours to this role, with about half of his time occurring during security trading hours, and also sells insurance.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Ae Wealth Management, LLC
Foundations Investment Advisors LLC
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.