Matthew R. Costa
FOUNDATION WEALTH & TAX ADVISORS
ANNAPOLIS, MD 21401
Some features on this profile are disabled
CRD#: 5596516
Matthew Robert CostaFOUNDATION WEALTH & TAX ADVISORS
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
Always Fiduciary
Min. Asset: $100K–$250K
Serves: Business Owners & Entrepreneurs
Services Offered
Financial Planning
Investment Management
Tax Planning
Business Services
Estate & Legacy Planning
Retirement Planning
Specializations
Federal Employees
Financial Therapy
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 Science in Finance, Accounting, and directed study in Economics in 2010. Matt works closely with both business owners and individuals to maximize their financial potential and security. In a world of changing technology and demographics, Matt is passionate about creating, preserving, and transfering wealth in a tax efficient and future minded way.
Aliases
None
Other business activities
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.
Foundation Wealth & Tax Advisors, LLC; Investment Related; Annapolis, MD; serves as DBA entity for work at Savvy Advisors, advisor, 09/21/2026, 40 trading, (same hours as role at Savvy -this is the DBA for this role) Accountant and principal at RCN & Associates LLC. Noninvestment related. He spends approximately 10 hours a week on this outside business activity, sometimes during trading hours. 11/20/2017. Owner/manager of MRC Financial Services, LLC. noninvestment related. 12/01/2017. 0 hours a month. Through this entity I own my interest in Foundation Wealth Advisors, LLC. I receive no commissions through any of these business interests.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Robert Costa's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2017
Experience
Current
February 11, 2022 - Present
FOUNDATION WEALTH & TAX ADVISORS, LLC
Office #1: 839 Bestgate Road Suite 400, Annapolis, MD 21401RIA
CRD#: 317596
ANNAPOLIS, MD
Current
September 25, 2026 - Present
SAVVY
Office #1: 839 Bestgate Road Suite 400, Annapolis, MD 21401RIA
CRD#: 318493
ANNAPOLIS, MD
Past
June 17, 2019 - November 3, 2022
BESTGATE WEALTH ADVISORS, LLC
RIA
CRD#: 301639
FREDERICK, MD
Past
March 1, 2019 - April 9, 2019
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
BETHESDA, MD
Past
June 15, 2018 - June 22, 2018
SUREPATH WEALTH MANAGEMENT
RIA
CRD#: 283458
Frederick, MD
Past
January 25, 2018 - May 25, 2018
COURT PLACE ADVISORS LLC
RIA
CRD#: 108545
ELLICOTT CITY, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SAVVY
ATTICUS WEALTH MANAGEMENT | WOZNY CAPITAL ADVISORS | WEALTH RETENTION | UNIVERSAL VALUE ADVISORS | TRUE HARVEST PRIVATE WEALTH | THE RETIREMENT STUDIO | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SORELLE WEALTH PARTNERS | SHARPEWEALTH | SEDAI WEALTH | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | REVIVE WEALTH | RENOVATE FINANCIAL PLANNING | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MILETTI WEALTH MANAGEMENT | MARKETWISE ASSET MANAGEMENT | MARCADO ASSET MANAGEMENT | MARATHON WEALTH ADVISORS | LONGLEAF PRIVATE WEALTH | KHOURY PRIVATE WEALTH | JNB WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS | FLEX WEALTH MANAGEMENT | DEEP FORK | DC INSTITUTIONAL | CORSO WEALTH LLC | COLORADO WEALTH GROUP | CEDAR + SEVENS WEALTH | BUILD BETTER FINANCIAL FUTURE | BREAKAWAY FINANCIAL GROUP LLC | BLUE BARN WEALTH | BEYOND WEALTH MANAGERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(7/8/2024)
IAR
Maryland(2/11/2022)
IAR
North Carolina(2/28/2022)
IAR
South Carolina(4/16/2023)
IAR
Virginia(8/24/2023)
Exams
What does exam status mean?
Current Firm
SA
SAVVY
ATTICUS WEALTH MANAGEMENT | WOZNY CAPITAL ADVISORS | WEALTH RETENTION | UNIVERSAL VALUE ADVISORS | TRUE HARVEST PRIVATE WEALTH | THE RETIREMENT STUDIO | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SORELLE WEALTH PARTNERS | SHARPEWEALTH | SEDAI WEALTH | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | REVIVE WEALTH | RENOVATE FINANCIAL PLANNING | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MILETTI WEALTH MANAGEMENT | MARKETWISE ASSET MANAGEMENT | MARCADO ASSET MANAGEMENT | MARATHON WEALTH ADVISORS | LONGLEAF PRIVATE WEALTH | KHOURY PRIVATE WEALTH | JNB WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS | FLEX WEALTH MANAGEMENT | DEEP FORK | DC INSTITUTIONAL | CORSO WEALTH LLC | COLORADO WEALTH GROUP | CEDAR + SEVENS WEALTH | BUILD BETTER FINANCIAL FUTURE | BREAKAWAY FINANCIAL GROUP LLC | BLUE BARN WEALTH | BEYOND WEALTH MANAGERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 Approved)Loading...
Contact information
Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
170
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 14,645 |
| AUM (Assets Under Management) | $ 5,001,044,474 |
Red Flags
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.
Company Information
SAVVY
CRD#: 318493Annapolis, MD 21401TRUST BUT VERIFY
Monitor Matthew Costa
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
