Graham Mull
Foundation Wealth & Tax Advisors · Charlotte, North Carolina
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.
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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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, MD, NC, SC · CRD 5765671 |
| Exams passed | Series 63 (2010) · Series 65 (2017) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.foundationwealthandtax.com |
How Graham'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 Graham
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.
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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