Alexander Halavazis
Foundation Wealth & Tax Advisors · Charlotte, North Carolina
Alexander Halavazis is a fee-only financial advisor at Foundation Wealth & Tax Advisors in Charlotte, North Carolina. Foundation Wealth & Tax Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Foundation Wealth & Tax Advisors |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $85.0M across 268 accounts |
| SEC registration | Investment adviser representative in AZ, FL, MD, NC, SC, VA · CRD 6199347 |
| Exams passed | Series 63 (2013) · Series 65 (2022) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.foundationwealthandtax.com |
How Alexander's firm compares
- Foundation Wealth & Tax Advisors's average account is about $317,000, from its Form ADV (assets managed divided by 268 accounts).
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Questions about Alexander
Is Alexander Halavazis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexander holds no broker registration, and Foundation Wealth & Tax Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexander charge for financial advice?
Alexander's firm, Foundation Wealth & Tax Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alexander Halavazis based?
Alexander Halavazis is based in Charlotte, North Carolina.
Is Alexander Halavazis registered with the SEC?
Yes. Alexander Halavazis is registered as an investment adviser representative in AZ, FL, MD, NC, SC and VA (CRD 6199347), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Foundation Wealth & Tax Advisors manage?
Foundation Wealth & Tax Advisors reports $85.0M across 268 accounts in assets under management.
How do I contact Alexander Halavazis?
Through Alexander's website, www.foundationwealthandtax.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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