Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 65
Experience Industry experience
10 years
Location
Waxahachie, TX
Foundations Investment Advisors LLC
Multi-team
Steven Shaw is a CFP® with 10 years of industry experience and is currently affiliated with Foundations Investment Advisors LLC. He has previously worked at Ae Wealth Management LLC and Strategic Estate Planning Services. Outside of his advisory role, Shaw owns and operates S & S Insurance Group, Inc., where he conducts educational seminars on Medicare and insurance products, and he serves as a member and instructor for the nonprofit Council of Financial Educators, teaching free public classes on personal finance. He also manages Lifebeyond60.com, a platform for public speaking and financial education. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach and utilizes model portfolios with asymmetric rebalancing.
Based on Foundations Investment Advisors LLC
Financial planning fixed fees typically range from $100 to $5,000, up to $7,500 for expanded services
Up to 2.00% annually maximum fee
Commission based fees apply to insurance products sold by associated persons in their separate capacity; typical commissions range from 5% to 10% of insurance product purchase price
Financial planning services hourly rates from $100 to $500 per hour
Account minimum: $5,000 Minimum fee: $50 annual administrative and technology fee for all accounts Fee-only: Financial planning fees range from $100 to $500 per hour; Fixed fees typically range from $100 to $5,000, up to $7,500 for expanded services
Waxahachie, TX
Waxahachie TX
Advisors at this office
1
Texas
10 years of industry experience
Foundations Investment Advisors LLC
2026 - Present • 1 year
Phoenix, AZ
S&S Financial Advisors, LLC
2024 - Present • 2 years
Waxahachie, TX
Ae Wealth Management Llc
2016 - 2026 • 10 years
Topeka, KS
S & S Insurance Group, Inc.
2016 - Present • 10 years
Waxahachie, TX
Strategic Estate Planning Services
2014 - 2024 • 10 years
Carrollton, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Waxahachie, TX
One Wealth Planning LLC
Tanner Fedell is a financial advisor at One Wealth Planning LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including North Star Consultants, Inc and Cetera Investment Advisers LLC. Outside of advising, he owns and operates a farm where animals are raised. One Wealth Planning LLC provides investment management and comprehensive financial planning primarily for individual clients, managing about $40.4 million in discretionary assets. The firm uses an evidence-based investment approach grounded in Modern Portfolio Theory, emphasizing diversified, buy-and-hold strategies with passive funds and ETFs, supplemented by third-party sub-advisers for portfolio management and planning.
Series 65, Series 63
Midlothian, TX
Clearwater Wealth Management
Douglas Roberts Jr. is the sole advisor at Clearwater Wealth Management in Midlothian, TX, holding Series 63 and Series 65 designations with 20 years of industry experience. He previously worked for GuideStone Financial Resources for 10 years and currently serves as a project manager at Southern Brothers Roofing. Clearwater Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and estates. The firm manages approximately $7.7 million in client assets and uses a combination of fundamental and technical analysis, along with Monte Carlo planning, to develop personalized investment strategies.
Series 65
Midlothian, TX
Bolgiano Capital Management
Richard Bolgiano is a financial advisor at Bolgiano Capital Management with 15 years of industry experience. He holds a Series 65 designation and has worked at Bolgiano Capital Management since 2010. In addition to his advisory role, he is involved with ARS Manager SMLLC and operates Bolgiano Tax & Business Services, a tax and accounting business. Bolgiano Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses tailored Investment Policy Statements and a combination of fundamental, technical, and cyclical analysis, incorporating a core/satellite investment framework and options strategies, to manage client portfolios.
Series 65
Waxahachie, TX
Legacy Wealth Advisors, Inc.
Christopher Tucker is a financial advisor at Legacy Wealth Advisors, Inc. in Waxahachie, TX, holding a Series 65 designation with seven years of industry experience. He has been with Legacy Wealth Advisors since 2016. Outside of his advisory role, he operates a seasonal business installing Christmas lights. Legacy Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and business entities by providing comprehensive and modular financial plans, consultations, and discretionary asset management. The firm uses fundamental and technical analysis to implement a range of investment strategies tailored to client objectives.
PFS™, Series 63
Waxahachie, TX
Legacy Wealth Advisors, Inc.
John Landrum is a financial advisor with Legacy Wealth Advisors, Inc. in Waxahachie, TX, holding a PFS™ designation and Series 63 license, and has 26 years of industry experience. His career includes roles at Landrum and Evans, P.C. and extensive experience as a CPA. Legacy Wealth Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and business entities, providing comprehensive financial planning and discretionary asset management. The firm employs fundamental and technical analysis and offers a range of investment strategies tailored to client objectives.
Series 65, Series 66
Waxahachie, TX
Worth Asset Management
John Hale is a financial advisor at Worth Asset Management with 14 years of industry experience. He holds Series 65 and Series 66 designations and has been with Worth Asset Management for 12 years. In addition to his advisory role, Hale is an attorney and owner of The Hale Law Firm, P.C., where he manages legal practice responsibilities. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and retirement plans. The firm employs a mix of fundamental, technical, and charting analysis, uses outside managers and turnkey asset management solutions, and offers tailored portfolios with regular account reviews.
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