David Staab
Foundation Wealth & Tax Advisors · Charlotte, North Carolina
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.
Request an introduction to David →
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 | $85.0M across 268 accounts |
| SEC registration | Investment adviser representative in MD · CRD 8033351 |
| Exams passed | Series 65 (2025) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.foundationwealthandtax.com |
How David's firm compares
- Foundation Wealth & Tax Advisors's average account is about $317,000, from its Form ADV (assets managed divided by 268 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Charlotte
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.