Foundation Wealth & Tax Advisors, LLC

Foundation Wealth & Tax Advisors, LLC (CRD# 317596) is a financial advisory firm headquartered in Annapolis, MD. They manage $37,349,807 in 189 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
839 Bestgate Road, Suite 400, Annapolis, MD 21401
https://www.linkedin.com/company/foundationwealth/?viewasmember=true
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    189
    ACCOUNTS
  • Average Account Value
    $197,618
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD, NC, SC, VA

Financial Advisors at Foundation Wealth & Tax Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Allen Ayers, financial advisor Annapolis MD
Allen K. Ayers
CRD#: 4597877
839 Bestgate Road, Suite 400, Annapolis, MD 21401

Allen Ayers (CRD# 4597877) is an Investment Advisor Representative working at Foundation Wealth & Tax Advisors, LLC in Annapolis, MD and has 1 year of experience in the finance industry.

2
Matthew Costa, financial advisor Annapolis MD
Matthew R. Costa
CRD#: 5596516
839 Bestgate Road, Suite 400, Annapolis, MD 21401

Matthew Costa (CRD# 5596516) is an Investment Advisor Representative working at Foundation Wealth & Tax Advisors, LLC in Annapolis, MD and has 1 year of experience in the finance industry.

3
Glen Frost, financial advisor Annapolis MD
Glen E. Frost
CRD#: 6615731
839 Bestgate Road, Suite 400, Annapolis, MD 21401

Glen Frost (CRD# 6615731) is an Investment Advisor Representative working at Foundation Wealth & Tax Advisors, LLC in Annapolis, MD and has over 8 years of experience in the finance industry.

4
Joseph Hill, financial advisor Annapolis MD
Joseph T. Hill
CRD#: 6728446
839 Bestgate Road, Suite 400, Annapolis, MD 21401

Joseph Hill (CRD# 6728446) is an Investment Advisor Representative working at Foundation Wealth & Tax Advisors, LLC in Annapolis, MD and has 1 year of experience in the finance industry.

5
John Faggio, financial advisor Annapolis MD
John A. Faggio
CRD#: 1566535
839 Bestgate Road, Suite 400, Annapolis, MD 21401

John Faggio (CRD# 1566535) is an Investment Advisor Representative working at Foundation Wealth & Tax Advisors, LLC in Annapolis, MD and has over 30 years of experience in the finance industry.

6
Alexander Halavazis, financial advisor Charlotte NC
Alexander V. Halavazis
CRD#: 6199347
Charlotte, NC

Alexander Halavazis (CRD# 6199347) is an Investment Advisor Representative working at Foundation Wealth & Tax Advisors, LLC in Charlotte, NC and has over 10 years of experience in the finance industry.

7
Christopher Williams, financial advisor Annapolis MD
Christopher J. Williams
CRD#: 7340434
839 Bestgate Road, Suite 400, Annapolis, MD 21401

Christopher Williams (CRD# 7340434) is an Investment Advisor Representative working at Foundation Wealth & Tax Advisors, LLC in Annapolis, MD and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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