Morgan Stanley
47yrs
Top advisor by experience in Peoria
11yrs
Daniel Brown
Full name on record: Daniel Robert Brown
Financial advisor at Foundations Investment Advisors
Based in Peoria, Arizona, Daniel Brown is a fiduciary financial advisor with 11 years of industry experience. Daniel joined Foundations Investment Advisors in 2024, after a year at Strategy Financial Group and a year at Raymond James Financial Services Advisors. Foundations Investment Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 219 advisors with offices in Peoria, and one of 204 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?More experience than 61% of advisors at Foundations Investment Advisors
Office1360 North Bullard Avenue Suite 101, Peoria, AZ 85382
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$340,025
Advisors at the firm294
States licensed ?1 state
Services through Foundations Investment Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowFoundations Investment Advisors LLCCurrent firm
- Feb 2023 – Apr 2024Strategy Financial GroupPreviously
- Apr 2022 – Dec 2022
- 2018 – 2022Edward JonesPreviously
Contact Daniel
(480) 626-2979Firm headquarters in Phoenix, AZ. Ask for Daniel. 1360 North Bullard Avenue Suite 101Peoria, AZ 85382Office · Get directions
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Foundations Investment Advisors at (480) 626-2979 and ask for Daniel Brown. Daniel works from the Peoria, AZ office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2016, about 11 years. More experience than 61% of advisors at Foundations Investment Advisors.
What licenses does Daniel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Foundations Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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