Foundation Wealth & Tax Advisors, LLC

Assets Under Management

$49.3M

Number of Clients

79

Number of Advisors

10

Average Client AUM

$625K

AUM per Advisor

$4.9M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Scott Lee Shively is an Investment Adviser Representative with Foundation Wealth & Tax Advisors, LLC. He is also a Tax Director at RCN & Associates LLC, providing accounting, bookkeeping, and income tax preparation services.

Areas of Practice
Tax Planning
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Location

839 Bestgate Road, Suite 400, Annapolis, MD, 21401

10 Advisors at this firm