# Graham Mull

> Graham Mull is a fee-only financial advisor at Foundation Wealth & Tax Advisors in Charlotte, North Carolina, who holds the CFP credential. Foundation Wealth & Tax Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/graham-mull/
Built from SEC adviser records; last checked October 30, 2026.

## 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 (firm):** $85.0M across 268 accounts
- **Credentials:** CFP
- **CRD:** 5765671 (https://adviserinfo.sec.gov/individual/summary/5765671)
- **SEC registration:** Investment adviser representative in AZ, MD, NC, SC
- **Exams passed:** Series 63 (2010), Series 65 (2017)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.foundationwealthandtax.com

## Frequently asked questions

### Is Graham Mull a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Graham 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 Graham charge for financial advice?

Graham's firm, Foundation Wealth & Tax Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Graham Mull based?

Graham Mull is based in Charlotte, North Carolina.

### What credentials does Graham Mull hold?

Graham Mull holds the CFP credential.

### Is Graham Mull registered with the SEC?

Yes. Graham Mull is registered as an investment adviser representative in AZ, MD, NC and SC (CRD 5765671), 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 Graham Mull?

Through Graham's website, www.foundationwealthandtax.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5765671): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.