Scott Andrew Hefty
Financial advisor at Foundations Investment Advisors, LLC · Phoenix, AZ
Last updated 2026-10-10
Claim your profileScott Andrew Hefty is a financial advisor at Foundations Investment Advisors, LLC in Phoenix, AZ, CRD 6895685. Licenses and exams on the registration: Series 65. First registered 2018-01-09.
Registration
- CRD number
- 6895685
- Registration status
- Active
- First registered
- 2018-01-09
- Years of experience
- 13
- States registered
- TX
Licenses and exams
- Series 65
Designations
- Certified Financial Planner
- Chartered Financial Consultant
Work history
- 2013-08 to 2017-04 · Waynesburg University · Waynesburg, PA
- 2016-05 to 2016-12 · One Main Financial · Pittsburgh, PA
- 2018-01 to 2021-09 · Ae Wealth Management, LLC · Topeka, KS
- 2017-08 to 2025-06 · Networth Advisors, LLC · Canonsburg, PA
- 2017-05 to 2017-08 · Unemployed · Canton, OH
- 2025-06 to 2025-11 · Retirement Financial Group, LLC · Beaumont, TX
- 2025-11 to Present · Foundations Investment Advisors LLC · Phoenix, AZ
Current employment
- Foundations Investment Advisors LLC · Phoenix, AZ
Foundations Investment Advisors, LLC
- Regulatory AUM
- $10,097,715,159
- Registered advisors
- 302
- Offices
- 293
- Clients per advisor
- 98.2 (Moderate)
- Average AUM per client
- $340.4K (Low)
- High-net-worth client ratio
- 20.4% (Moderate)
Foundations Investment Advisors, LLC: advisors, services and reported ETF investments
Reported ETF positions
Foundations Investment reports 575 ETF positions worth $6.1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $367.3M |
| IVW — iShares S&P 500 Growth ETF | $331.5M |
| IVE — iShares S&P 500 Value ETF | $278.3M |
| SOXX — iShares PHLX SOX Semiconductor Sector Index Fund | $233.4M |
| IUSB — iShares Core Universal USD Bond ETF | $230.5M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Foundations Investment's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $202M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $202M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | VCRB — Vanguard Core Bond ETF | $16.5M | Top 99.9% | Residual alpha +0.66% · Residual Sharpe 0.14 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $76.6M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Foundations Investment Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Other Investment Adviser (Incl. Financial
- Lawyer or Law Firm
- Insurance Company or Agency
Location
4050 E. Cotton Center Blvd., Phoenix, AZ 85040
300 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 480-626-2979
- Website: fiwealth.com
Official record
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