JF
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
79 clients
Average Client Portfolio
$625K average
Assets Under Management
$49.3M
Areas of Practice
Tax Planning
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Advisor Information
Office location
839 Bestgate Road, Suite 400, Annapolis, MD, 21401
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Foundation Wealth & Tax Advisors, LLC
February 2022 - Present · 3 yrs 11 mos
Previous Registrations
Bestgate Wealth Advisors, LLC
September 2019 - November 2022 · 3 yrs 2 mos
Ssn Advisory, INC.
February 2010 - October 2012 · 2 yrs 8 mos
Medallion Advisory Services, LLC
March 1997 - December 2009 · 12 yrs 9 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.