Scott Shively
Foundation Wealth & Tax Advisors · Annapolis, Maryland
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.
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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 | $85.0M across 268 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, VA · CRD 8146984 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.foundationwealthandtax.com |
How Scott's firm compares
- Foundation Wealth & Tax Advisors's average account is about $317,000, from its Form ADV (assets managed divided by 268 accounts).
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Questions about Scott
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Annapolis
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.
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