The Foundation Investment Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
FIG Wealth is a registered investment adviser managing about $286 million across roughly 151 client relationships. It serves individuals, trusts, estates, charitable organizations, corporations and retirement plans, providing discretionary and non-discretionary investment management and consulting; like many peers, it commonly charges asset-based fees and offers portfolio management for individual clients.
The firm emphasizes integrating alternative investments into client portfolios within a global macro, top-down framework, seeking capital preservation before growth and using fundamental, technical and third‑party analysis. Portfolios blend traditional liquid securities, mutual funds and ETFs with allocations to private placements, real estate vehicles, structured products, BDCs and third‑party independent managers, and FIG Wealth also implements direct indexing strategies for some clients.
Compared with many supported firms, FIG Wealth frequently recommends access to privately placed alternative investments and explicitly discloses an option for clients to pay a one‑time commission rather than an ongoing management fee on certain private investments. The firm operates with a small advisory team, uses independent managers and custodial relationships (including institutional support from a major custodian), and discloses that some supervised persons provide commission‑based brokerage and insurance products under separate arrangements.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $2,499,999: 0.95% $2,500,000 - $4,999,999: 0.90% $5,000,000 - $9,999,999: 0.75% $10,000,000+: Customized
Commissions up to 7% for certain private investments via Supervised Persons under separate arrangement
Fee-only: Fixed fees individually negotiated based on portfolio size, services, and personnel
Main office
See office3466 Mt. Diablo Blvd., Suite C 201
Lafayette CA 94549
Advisors at this office
1
Offices (2)
Most active in
Arizona · California · Florida · Georgia · Massachusetts · Michigan · Nebraska · New York · Tennessee · Texas · Virginia · Washington
Also doing business as
Fig Wealth, LLC · The Foundation Investment Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Gregory P
Series 63, Series 66
Greensboro, GA
The Foundation Investment Group
Gregory Partalis is a financial advisor at The Foundation Investment Group with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including CommonWealth Financial Network and Global Assets Advisory. He serves as co-trustee for the Lynn N Partalis Living Trust. The Foundation Investment Group is a four-advisor team managing approximately $255.7 million for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm integrates alternative investments with traditional asset classes, emphasizing capital preservation and risk management through a global macro investment approach.
Adam G
Series 66
Lafayette, CA
The Foundation Investment Group
Adam Gallegos is a Series 66-licensed advisor with 24 years of experience, currently serving at The Foundation Investment Group in Lafayette, CA. His prior experience includes roles at Commonwealth Financial Network, Carey Financial, and several advisory firms from 2016 to the present. Outside of his advisory work, Gallegos serves as treasurer and board member for the Lafayette Lacrosse Club, a nonprofit youth sports organization. The Foundation Investment Group manages approximately $286 million across individual, trust, charitable, and corporate clients, emphasizing a global macro, top-down investment approach that integrates alternative investments alongside traditional securities. The firm combines portfolio management with discretionary and non-discretionary services and frequently recommends privately placed alternative investments with flexible fee options.
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