# Scott Shively

> Scott Shively is a fee-only financial advisor at Foundation Wealth & Tax Advisors in Annapolis, Maryland, who holds the CFP credential. 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/scott-shively/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Foundation Wealth & Tax Advisors
- **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
- **CRD:** 8146984 (https://adviserinfo.sec.gov/individual/summary/8146984)
- **SEC registration:** Investment adviser representative in MD, VA
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.foundationwealthandtax.com

## Frequently asked questions

### Is Scott Shively a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Scott 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 Scott charge for financial advice?

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

### Where is Scott Shively based?

Scott Shively is based in Annapolis, Maryland.

### What credentials does Scott Shively hold?

Scott Shively holds the CFP credential.

### Is Scott Shively registered with the SEC?

Yes. Scott Shively is registered as an investment adviser representative in MD and VA (CRD 8146984), 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 Scott Shively?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8146984): 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.