DS
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
Charlotte, NC
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
David works as a staff accountant for RCN & Associates, LLC, dedicating about a quarter of his time. His compensation is factored into his base salary with Foundation Wealth and Tax Advisors.
Employment History
Current Registrations
Foundation Wealth & Tax Advisors, LLC
May 2025 - Present · 8 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.