Matthew Costa
Foundation Wealth & Tax Advisors, LLC · Annapolis, Maryland
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.
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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 | $85.0M across 268 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in FL, MD, NC, SC, VA · CRD 5596516 |
| Firm size | 10 employees |
| Disclosures | None reported |
How Matthew's firm compares
- Foundation Wealth & Tax Advisors, LLC's average account is about $317,000, from its Form ADV (assets managed divided by 268 accounts).
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Questions about Matthew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Annapolis
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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