GF
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
Loading...
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 →Other Business Activities
Glen is a partner in Maryland Crabs Delivered, LLC, and several accounting firms (RCN & Associates, Kram, Mccarthy, Ayers, Frost, Bestgate Tax & Accounting, EFG CPA & Associates). He also owns Strategic Tax Planning, LLC, Frost Tax Controversy Group, and is a co-owner of Approachable Systems; these activities take up a significant portion of his time.
Employment History
Current Registrations
Foundation Wealth & Tax Advisors, LLC
February 2022 - Present · 3 yrs 11 mos
Previous Registrations
Bestgate Wealth Advisors, LLC
June 2019 - November 2022 · 3 yrs 5 mos
Court Place Advisors LLC
March 2016 - February 2019 · 2 yrs 11 mos
State Registrations3 states
FLMDVA
Advisor
Exams
No exam information available for this advisor.