CRD: 317596
Foundation Wealth & TAX Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-11-2022
- Office Locations
- 2
Office Locations
About Foundation Wealth & TAX Advisors, LLC
Foundation Wealth & Tax Advisors, LLC is a CFP-led RIA based in Annapolis, MD serving clients nationwide via virtual and in-person planning. The team provides personalized financial planning and investment management, including tax-aware strategies for families and business owners/entrepreneurs. Portfolios emphasize public funds and ETFs, with fixed income where appropriate, and custody includes Charles Schwab.
Team overview
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Fund Managers
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Platform
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Owner & Executives
Allen Kellam Ayers
Certified Financial Planner, PARTNER
- CRD
- #4597877
- Ownership
- 25% but less than 50%
GLEN EDWARD FROST
Partner
- CRD
- #6615731
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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JOHN ANTHONY FAGGIO
Wealth Advisor
- CRD
- #1566535
GRAHAM PATRICK MULL
Director of Qualified Plans, Wealth Advisor
- CRD
- #5765671
Showing 2 of 10 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,551,939 | -- |
| Non-Discretionary | $4,433,387 | -- |
| Total | $84,985,326 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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