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Timothy Lyle Gervais

Foundation Wealth & TAX Advisors, LLC

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About Timothy Lyle Gervais

Timothy Lyle Gervais is a Registered Investment Advisor Representative associated with Foundation Wealth & TAX Advisors, LLC. Timothy has been in the industry since July 2014, and holds the Series 65 Uniform Investment Adviser Law Examination license. Timothy Lyle Gervais' firm has a team of 9 Investment Advisor Representatives and manages approximately $37,349,807 in client assets. The firm offers financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Timothy Gervais 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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Timothy Gervais’s Registration & Firm History

MD

01/27/2025 - Present

Foundation Wealth & TAX Advisors, LLC (ANNAPOLIS MD)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Lyle Gervais.
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