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Glen Edward Frost

Foundation Wealth & TAX Advisors, LLC

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About Glen Edward Frost

Glen Edward Frost is an Investment Advisor Representative at Foundation Wealth & TAX Advisors, LLC. Glen is a Certified Financial Planner and has been in the industry since November 2011. Glen is registered with the state of Virginia, Maryland and Florida and has passed the Uniform Investment Adviser Law Examination (Series 65). Glen works with individuals and high-net-worth individuals providing financial planning, pension consulting and portfolio management services. Glen also offers hourly and fixed fees for services. Glen has a strong background in accounting and taxation and provides various services through other businesses that he owns and is a partner in, including strategic tax planning and tax controversy group, Approachable Systems, and EFG CPA & Associates.

Firm Information

Glen Frost is currently registered with Foundation Wealth & TAX Advisors, LLC. Foundation Wealth & TAX Advisors, LLC is an independent financial advisory firm based in Phoenix, Arizona. The firm provides financial planning and investment management services to individuals and families. The firm has approximately 189 client accounts with approximately $37.35 million in regulatory assets under management. The firm's client base primarily includes individuals, with a focus on high-net-worth individuals. The firm also has a presence on LinkedIn.

$37.35M

Assets Under Management

27

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Glen Frost’s Registration & Firm History

MD

08/24/2023 - Present

Foundation Wealth & TAX Advisors, LLC (ANNAPOLIS MD)

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Licenses & Designations

IA

Issued 02/16/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Glen Edward Frost.
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