# David Staab

> David Staab is a fee-only financial advisor at Foundation Wealth & Tax Advisors in Charlotte, North Carolina. Foundation Wealth & Tax Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-staab/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Foundation Wealth & Tax Advisors
- **Based in:** Charlotte, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $85.0M across 268 accounts
- **CRD:** 8033351 (https://adviserinfo.sec.gov/individual/summary/8033351)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 65 (2025)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.foundationwealthandtax.com

## Frequently asked questions

### Is David Staab a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Foundation Wealth & Tax Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Foundation Wealth & Tax Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Staab based?

David Staab is based in Charlotte, North Carolina.

### Is David Staab registered with the SEC?

Yes. David Staab is registered as an investment adviser representative in MD (CRD 8033351), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Foundation Wealth & Tax Advisors manage?

Foundation Wealth & Tax Advisors reports $85.0M across 268 accounts in assets under management.

### How do I contact David Staab?

Through David's website, www.foundationwealthandtax.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8033351): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.