TG
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Firm Information

Foundation Wealth & Tax Advisors, LLC
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

Fee Structure

This document does not contain any fee information.

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Areas of Practice
Tax Planning

Advisor Information

Office location

839 Bestgate Road, Suite 400, Annapolis, MD, 21401

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Regulatory 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.

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Other Business Activities

Timothy works as a Tax Manager at a non-affiliated tax firm with some crossover in ownership. He receives commissions from the tax firm for tax and valuation work or employee referrals.

Employment History
Current Registrations
Foundation Wealth & Tax Advisors, LLC
January 2025 - Present · 1 yr
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.