Foundation Wealth & Tax Advisors, LLC
Assets Under Management
$49.3M
Number of Clients
79
Number of Advisors
10
Average Client AUM
$625K
AUM per Advisor
$4.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Scott Lee Shively is an Investment Adviser Representative with Foundation Wealth & Tax Advisors, LLC. He is also a Tax Director at RCN & Associates LLC. He has a background in accounting and holds the CFP® designation.
Fee Structure
This brochure supplement provides information about Scott Lee Shively and supplements the Foundation Wealth & Tax Advisors, LLC brochure. Contact Scott Lee Shively if you did not receive Foundation Wealth & Tax Advisors, LLC’s brochure or if you have any questions about the contents of this supplement.
Areas of Practice
Tax Planning
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Location
839 Bestgate Road, Suite 400, Annapolis, MD, 21401