Foundation Wealth & Tax Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$450/hr

“The negotiated hourly fee for these services is between $250 and $450.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Foundation Wealth & Tax Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The client can engage Foundation Wealth on a negotiable fee basis to provide discretionary and/or nondiscretionary investment advisory services including limited financial planning and consulting services.”
• “These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of Foundation Wealth's fees within five business days of signing the Investment Advisory Contract.”

How Foundation Wealth & Tax Advisors, LLC’s fees compare

• Its hourly rate of $250-$450 spans the Maryland median of $300. 57% of the 156 other Maryland planners that publish an hourly rate charge less.
• 6 of the 13 other planners in Annapolis that publish an hourly rate charge less.

About Foundation Wealth & Tax Advisors, LLC

• Firm size: 10 employees.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

93

Employees

10

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$84,985,326

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

317596

Website

foundationwealthandtax.com (opens in new tab)

Phone

(888) 354-5899

Can advise clients in 6 states: Arizona, Florida, Maryland, North Carolina, South Carolina, Virginia

Other planners in Annapolis that publish fees

• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Accordant Advisory Group, Inc.Annapolis$500/hr
• Annapolitan Investment Group, Inc.Annapolis$150/hr, $250
• Atlantic Financial Planning LLCAnnapolis$280/hr
• Chesapeake Financial PlanningAnnapolis$150⁠-⁠$250/hr, $1,000⁠-⁠$2,500/yr
• Clairwell Financial Planning LLCAnnapolis$500/hr, $5,000⁠-⁠$10,000

Compare all 21 planners in Annapolis