Firm
Foundation Wealth & Tax Advisors, LLC
Annapolis, Maryland
Fee-only
Foundation Wealth & Tax Advisors, LLC at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 9 advisors are listed here; 6 of 9 hold the CFP.
- Its Form ADV reports 10 employees and 93 individual clients, 33 of them high net worth.
- Its average account is about $317,000 (assets it manages divided by its 268 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Annapolis, Maryland |
|---|---|
| [email protected] | |
| Phone | (888) 354-5899 |
Foundation Wealth & Tax Advisors, LLC fees
Foundation Wealth & Tax Advisors, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $85 million |
| Individual clients | 60 |
| High-net-worth clients | 33 |
| Accounts managed | 268 |
| Employees | 10 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | June 4, 2026 |
| SEC record | CRD 317596 |