At-a-glance
Overview
Great financial advice can't happen without great tax advice. At
Foundation Wealth & Tax Advisors, we are founded by Certified Financial
Planners and CPAs to offer the highest level of financial and tax planning to
our clients.
- We are fiduciaries and always give advice in the best interest
of our clients.
- We are fee only and don't charge commissions or hidden fees.
- We are independent and not beholden to a bank.
- We have CFA's and investment managers to construct portfolios.
- We win the tax game long-term in our planning.
Products & Services
Business Details
- Location of This Business
- 15720 Brixham Hill Ave Ste 300, Charlotte, NC 28277-4784
- BBB File Opened:
- 8/7/2023
- Years in Business:
- 2
- Business Started:
- 1/3/2022
- Business Incorporated:
- 9/17/2021
- Accredited Since:
- 8/11/2023
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.BBB records show a license number of 8743 for this business, issued by South Carolina Department of Labor, Licensing and Regulation
These agencies may include:
South Carolina Department of Labor, Licensing and Regulation
110 Centerview Dr
Columbia SC 29210
BBB records show a license number of 5596516 for this business, issued by FINRA-Financial Industry Regulatory AuthorityThese agencies may include:
FINRA-Financial Industry Regulatory Authority
1735 K St NW
Washington DC 20006
- Type of Entity:
- Limited Liability Company (LLC)
- Number of Employees:
- 4
- Alternate Business Name
- Foundation Wealth and Tax Advisors
- Hours of Operation
Primary
- M:
- 8:00 AM - 5:00 AM
- T:
- 8:00 AM - 5:00 AM
- W:
- 8:00 AM - 5:00 AM
- Th:
- 8:00 AM - 5:00 AM
- F:
- 8:00 AM - 5:00 AM
- Business Management
- Mr. Matthew Costa, Managing Partner
- Mr. Glen E. Frost, Member
- Contact Information
Principal
- Mr. Matthew Costa, Managing Partner
- Mr. Glen E. Frost, Member
Customer Contact
- Mr. Matthew Costa, Managing Partner
- Additional Contact Information
Phone Numbers
- (843) 422-2647Other Phone
- (888) 354-5899Other Phone
- (843) 422-2647
Customer Complaints
0 Customer Complaints
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