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Allen Kellam Ayers

Foundation Wealth & TAX Advisors, LLC

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About Allen Kellam Ayers

Allen Ayers is a financial advisor with Foundation Wealth & TAX Advisors, LLC and Choreo Partner Alliance, LLC, based in Annapolis, MD. Allen has been in the financial services industry since 2003 and has a Certified Financial Planner designation. Allen has experience working with individual clients and has expertise in various areas of financial planning, including tax and estate planning. Allen also provides portfolio management services for individuals. Allen is committed to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Allen Ayers is currently registered with Foundation Wealth & TAX Advisors, LLC. Foundation Wealth & TAX Advisors, LLC is an independent financial advisory firm based in Phoenix, Arizona. The firm provides financial planning and investment management services to individuals and families. The firm has approximately 189 client accounts with approximately $37.35 million in regulatory assets under management. The firm's client base primarily includes individuals, with a focus on high-net-worth individuals. The firm also has a presence on LinkedIn.

$37.35M

Assets Under Management

27

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Allen Ayers’s Registration & Firm History

MD

12/13/2023 - Present

Foundation Wealth & TAX Advisors, LLC (ANNAPOLIS MD)

NY

11/04/2011 - 02/05/2013

MEYERS ASSOCIATES, L.P. (NEW YORK NY)

VA

07/30/2009 - 07/15/2010

JESUP & LAMONT SECURITIES CORP (LEESBURG VA)

MD

08/10/2004 - 07/07/2009

MEDALLION INVESTMENT SERVICES, INC. (ANNAPOLIS MD)

FL

01/02/2003 - 08/24/2004

MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)

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Licenses & Designations

BC

Issued 12/20/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Allen Kellam Ayers.
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