UBS Financial Services
47yrs
Top advisor by experience in Phoenix
9yrs
Thomas Elder
Full name on record: Thomas C Elder
Financial advisor at Foundations Investment Advisors
Thomas Elder is a fiduciary financial advisor in Phoenix, Arizona, with 9 years in the industry. After five years at Compass Wealth and two years at MML Investors Services, Thomas joined Foundations Investment Advisors in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. Thomas holds the CFP® designation.
One of 1701 advisors with offices in Phoenix, and one of 1591 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?More experience than 50% of advisors at Foundations Investment Advisors
Office4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowFoundations Investment Advisors LLCCurrent firm
- 2019 – 2024Compass WealthPreviously
- Oct 2017 – Jul 2019MML Investors Services, LLCPreviously
Questions to ask Thomas
Tailored to Thomas’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Thomas
How do I contact Thomas?
Call Foundations Investment Advisors at (480) 626-2979 and ask for Thomas Elder. Thomas works from the Phoenix, AZ office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2017, about 9 years. More experience than 50% of advisors at Foundations Investment Advisors.
What licenses does Thomas hold?
Series 66. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
Foundations Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Thomas 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.
Other advisors nearby
Sequent Planning
47yrs
Top advisor by experience at Sequent Planning
Smead Capital Management
46yrs
Top advisor by experience at Smead Capital Management
Merrill
46yrs
Top 1% by experience in Phoenix
LPL Financial
46yrs
Top 1% by experience in Phoenix
Sharpepoint
46yrs
Top 1% by experience in Phoenix