# Matthew Costa

> Matthew Costa is a fee-only financial advisor at Foundation Wealth & Tax Advisors, LLC in Annapolis, Maryland, who holds the CFP and CPA credentials. Foundation Wealth & Tax Advisors, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-costa/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Foundation Wealth & Tax Advisors, LLC
- **Based in:** Annapolis, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $85.0M across 268 accounts
- **Credentials:** CFP, CPA
- **CRD:** 5596516 (https://adviserinfo.sec.gov/individual/summary/5596516)
- **SEC registration:** Investment adviser representative in FL, MD, NC, SC, VA
- **Firm size:** 10 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Matthew Costa a fee-only financial advisor?

Yes. Matthew Costa is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Matthew's firm.

### How does Matthew charge for financial advice?

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

### Where is Matthew Costa based?

Matthew Costa is based in Annapolis, Maryland.

### What credentials does Matthew Costa hold?

Matthew Costa holds the CFP and CPA credentials.

### Is Matthew Costa registered with the SEC?

Yes. Matthew Costa is registered as an investment adviser representative in FL, MD, NC, SC and VA (CRD 5596516), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

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

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

### How do I contact Matthew Costa?

Contact details aren't on file yet. Search for Foundation Wealth & Tax Advisors, LLC.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/47937): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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