Matthew Robert Costa
CFP®Professional Summary
Matthew Robert Costa, CFP® is a registered financial advisor currently at FOUNDATION WEALTH & TAX ADVISORS, LLC located in Annapolis, Maryland and SAVVY located in Annapolis, Maryland. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Matthew has worked at 6 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Investment Management
- Tax Planning
- Business Services
- Estate & Legacy Planning
- Retirement Planning
Specializations
Biography
Matthew Costa is a CPA and CERTIFIED FINANCIAL PLANNER™ with over 13 years of tax and financial advisory experience. Besides being a founding partner at Bestgate Wealth Advisors, Matt is a principal RCN & Associates LLC, a Maryland accounting firm. Before partnering in these firms, Matt was a tax manager at RSM, a top 5 national accounting firm. Matt graduated from the University of South Carolina with a Masters of Accountancy and a Bachelor’s of...
Other Aliases
There are no additional aliases reported.
Similar Advisors
MORGAN STANLEY & CO. LLC
JANNEY MONTGOMERY SCOTT LLC
VOYA FINANCIAL ADVISORS, INC.
OSAIC WEALTH, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
MORGAN STANLEY & CO. LLC
JANNEY MONTGOMERY SCOTT LLC
VOYA FINANCIAL ADVISORS, INC.
OSAIC WEALTH, INC.
Contact Information
Direct
(xxx) xxx-xxxx
Similar Advisors
MORGAN STANLEY & CO. LLC
JANNEY MONTGOMERY SCOTT LLC
VOYA FINANCIAL ADVISORS, INC.
OSAIC WEALTH, INC.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
MORGAN STANLEY & CO. LLC
JANNEY MONTGOMERY SCOTT LLC
VOYA FINANCIAL ADVISORS, INC.
OSAIC WEALTH, INC.
Credentials
Years of Experience
8 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
MORGAN STANLEY & CO. LLC
JANNEY MONTGOMERY SCOTT LLC
VOYA FINANCIAL ADVISORS, INC.
OSAIC WEALTH, INC.
Current Firm
AKM ADVISORY LLC | ZENITH CAPITAL | WOZNY CAPITAL ADVISORS | WEALTH VISION LLC | WEALTH RETENTION | WEALTH HAUS | VAP WEALTH ADVISORS | VALUEALIGNED PARTNERS, LLC | UNIVERSAL VALUE ADVISORS | TRUE WELLTH | TRUE HARVEST PRIVATE WEALTH | THOMAS TOTAL WEALTH | THE RETIREMENT STUDIO | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SPRINGTON FAMILY WEALTH LLC | SOUTH MOUNTAIN CAPITAL | SOUKUP WEALTH | SORELLE WEALTH PARTNERS | SHARPE WEALTH | SEDAI WEALTH | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | SALIENT WEALTH PLANNING | RSF | RISA WEALTH, LLC | RIK SAYLOR FINANCIAL | REVIVE WEALTH | RETIREMENT WEALTH PARTNERS | RENOVATE FINANCIAL PLANNING | QUINTAS WEALTH ADVISORS | PRESTIQ WEALTH PARTNERS CORP | PRAIRIE OAK ADVISORS LLC | PLUM POINTE WEALTH MANAGEMENT | PILLAR CAPITAL, LLC | PERSPECTIVE 6 WEALTH ADVISORS | PARAGON PRIVATE WEALTH MANAGEMENT | PALMA CAPITAL ADVISORS | PALLADIAN ASSET MANAGEMENT | OUTWEST FINANCIAL | OSNOVA WEALTH | ONE TWELVE PRIVATE WEALTH | OHR PRIVATE WEALTH | NINE FOUR WEALTH | MOSAIC WEALTH ADVISORS | MONEY MAVEN FINANCIAL | MILLS WEALTH MANAGEMENT | MILETTI WEALTH MANAGEMENT | MIDAS CAPITAL MANAGEMENT | MARKETWISE ASSET MANAGEMENT | MARCADO | MARATHON WEALTH ADVISORS | MANA FINANCIAL, LLC | MAKE SOLUTIONS NOT EXCUSES (MSNE) | LONGLEAF PRIVATE WEALTH | LONG FAMILY OFFICE | LOCKWOOD PRIVATE WEALTH | KHOURY PRIVATE WEALTH | JNB WEALTH | HARDY CAPITAL INVESTMENTS | GROVE WEALTH PARTNERS | FOUNDATION WEALTH & TAX ADVISORS, LLC | FORTIFY FINANCIAL GROUP, LLC | FLOURISH FINANCIAL PARTNERS | FLEX WEALTH MANAGEMENT | FALTHOM WEALTH MANAGEMENT | EVERYDAY PLANNING | EPOCH FINANCIAL GROUP | DUNCAN WEALTH MANAGEMENT | DIRECTIONS WEALTH MANAGEMENT | DELVR WEALTH, LLC | DEEP FORK | DC INSTITUTIONAL | CORSO WEALTH LLC | COLORADO WEALTH GROUP | CEDAR + SEVENS WEALTH | BUILD BETTER FINANCIAL FUTURE | BREAKAWAY FINANCIAL GROUP LLC | BLUE BARN WEALTH | BLACK PRAIRIE CAPITAL | BEYOND WEALTH PARTNERS | BENDA & CO. | ATTICUS WEALTH MANAGEMENT | AMBITIOUS AND ALIGNED | AMBER HOUR PRIVATE WEALTH
Contact Information
Main Address
41 East 11th Street 2 Floor, New York, NY 10003Phone Number
(833) 745-6789# of Employees
170SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
14,645AUM (Assets Under Management)
$5,001,044,474Similar Advisors
MORGAN STANLEY & CO. LLC
JANNEY MONTGOMERY SCOTT LLC
VOYA FINANCIAL ADVISORS, INC.
OSAIC WEALTH, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
MORGAN STANLEY & CO. LLC
JANNEY MONTGOMERY SCOTT LLC
VOYA FINANCIAL ADVISORS, INC.
OSAIC WEALTH, INC.
Primary Firm SEC Registration
AKM ADVISORY LLC | ZENITH CAPITAL | WOZNY CAPITAL ADVISORS | WEALTH VISION LLC | WEALTH RETENTION | WEALTH HAUS | VAP WEALTH ADVISORS | VALUEALIGNED PARTNERS, LLC | UNIVERSAL VALUE ADVISORS | TRUE WELLTH | TRUE HARVEST PRIVATE WEALTH | THOMAS TOTAL WEALTH | THE RETIREMENT STUDIO | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SPRINGTON FAMILY WEALTH LLC | SOUTH MOUNTAIN CAPITAL | SOUKUP WEALTH | SORELLE WEALTH PARTNERS | SHARPE WEALTH | SEDAI WEALTH | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | SALIENT WEALTH PLANNING | RSF | RISA WEALTH, LLC | RIK SAYLOR FINANCIAL | REVIVE WEALTH | RETIREMENT WEALTH PARTNERS | RENOVATE FINANCIAL PLANNING | QUINTAS WEALTH ADVISORS | PRESTIQ WEALTH PARTNERS CORP | PRAIRIE OAK ADVISORS LLC | PLUM POINTE WEALTH MANAGEMENT | PILLAR CAPITAL, LLC | PERSPECTIVE 6 WEALTH ADVISORS | PARAGON PRIVATE WEALTH MANAGEMENT | PALMA CAPITAL ADVISORS | PALLADIAN ASSET MANAGEMENT | OUTWEST FINANCIAL | OSNOVA WEALTH | ONE TWELVE PRIVATE WEALTH | OHR PRIVATE WEALTH | NINE FOUR WEALTH | MOSAIC WEALTH ADVISORS | MONEY MAVEN FINANCIAL | MILLS WEALTH MANAGEMENT | MILETTI WEALTH MANAGEMENT | MIDAS CAPITAL MANAGEMENT | MARKETWISE ASSET MANAGEMENT | MARCADO | MARATHON WEALTH ADVISORS | MANA FINANCIAL, LLC | MAKE SOLUTIONS NOT EXCUSES (MSNE) | LONGLEAF PRIVATE WEALTH | LONG FAMILY OFFICE | LOCKWOOD PRIVATE WEALTH | KHOURY PRIVATE WEALTH | JNB WEALTH | HARDY CAPITAL INVESTMENTS | GROVE WEALTH PARTNERS | FOUNDATION WEALTH & TAX ADVISORS, LLC | FORTIFY FINANCIAL GROUP, LLC | FLOURISH FINANCIAL PARTNERS | FLEX WEALTH MANAGEMENT | FALTHOM WEALTH MANAGEMENT | EVERYDAY PLANNING | EPOCH FINANCIAL GROUP | DUNCAN WEALTH MANAGEMENT | DIRECTIONS WEALTH MANAGEMENT | DELVR WEALTH, LLC | DEEP FORK | DC INSTITUTIONAL | CORSO WEALTH LLC | COLORADO WEALTH GROUP | CEDAR + SEVENS WEALTH | BUILD BETTER FINANCIAL FUTURE | BREAKAWAY FINANCIAL GROUP LLC | BLUE BARN WEALTH | BLACK PRAIRIE CAPITAL | BEYOND WEALTH PARTNERS | BENDA & CO. | ATTICUS WEALTH MANAGEMENT | AMBITIOUS AND ALIGNED | AMBER HOUR PRIVATE WEALTH
State Registrations and Notice Filings
(7/8/2024)
(2/11/2022)
(2/28/2022)
(4/16/2023)
(8/24/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
MORGAN STANLEY & CO. LLC
JANNEY MONTGOMERY SCOTT LLC
VOYA FINANCIAL ADVISORS, INC.
OSAIC WEALTH, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Robert Costa's CRS (Customer Relationship Summary).
Services Offered by Matthew
- Financial Planning
- Investment Management
- Tax Planning
- Business Services
- Estate & Legacy Planning
- Retirement Planning
Similar Advisors
MORGAN STANLEY & CO. LLC
JANNEY MONTGOMERY SCOTT LLC
VOYA FINANCIAL ADVISORS, INC.
OSAIC WEALTH, INC.