TrueAdvisor
TrueAdvisor
JF
CFP
JF
CFP

John Anthony Faggio

Foundation Wealth & Tax Advisors, LLC
21 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Tax Planning
Foundation Wealth & Tax Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
79 clients
Average Client Portfolio
$625K average
Assets Under Management
$49.3M

Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Foundation Wealth & Tax Advisors, LLC
February 2022 - Present · 4 yrs
Previous Registrations
Bestgate Wealth Advisors, LLC
September 2019 - November 2022 · 3 yrs 2 mos
Ssn Advisory, INC.
February 2010 - October 2012 · 2 yrs 8 mos
Medallion Advisory Services, LLC
March 1997 - December 2009 · 12 yrs 9 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.