Areas of Practice
Tax Planning
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
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Location

Charlotte, NC

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

David works as a staff accountant for RCN & Associates, LLC, dedicating about a quarter of his time. His compensation is factored into his base salary with Foundation Wealth and Tax Advisors.

Employment History
Current Registrations
Foundation Wealth & Tax Advisors, LLC
May 2025 - Present · 9 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.