Scott Andrew Hefty

Employer firm

Foundations Investment Advisors LLC CRD 175083

$10.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 04/2017
  Waynesburg University
  Waynesburg, PA
• 05/2016 → 12/2016
  One Main Financial
  Pittsburgh, PA
• 01/2018 → 09/2021
  Ae Wealth Management, Llc
  Topeka, KS
• 08/2017 → 06/2025
  Networth Advisors, Llc
  Canonsburg, PA
• 05/2017 → 08/2017
  Unemployed
  Canton, OH
• 06/2025 → 11/2025
  Retirement Financial Group, Llc
  Beaumont, TX
• 11/2025 → Present
  Foundations Investment Advisors Llc
  Phoenix, AZ

Previous Registrations

• 2025-06-26 → 2025-11-03
  Retirement Financial Group, Llc
  The Woodlands, TX
• 2021-02-01 → 2025-06-18
  Networth Advisors, Llc
  Canonsburg, PA
• 2018-01-09 → 2021-09-24
  Ae Wealth Management, Llc
  Canonsburg, PA
  Pittsburgh, PA
  Canonsburg, PA
  Sewickley, PA
  Pittsburgh, PA

Other Businesses

1) SERAE FINANCIAL GROUP; INVESTMENT RELATED;1780 HUGHES LANDING BLVD, STE 280, THE WOODLANDS, TX 77380; INDPENDENT INSURANCE AGENT; FIRM PROVIDES ANNUITY AND INSURANCE SOLUTIONS FOR CLIENTS; STARTED: 07/2025; 40 HOURS A WEEK

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-11

Designations

• Certified Financial Planner
• Chartered Financial Consultant