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Glen E. Frost
FOUNDATION WEALTH & TAX ADVISORS
Annapolis, MD 21401
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CRD#: 6615731
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Professional summary
Glen Edward Frost, CFP® is a registered financial advisor currently at FOUNDATION WEALTH & TAX ADVISORS, LLC located in Annapolis, Maryland.
Glen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Glen has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
Glen Frost, President, Member, is also 51% Partner of Maryland Crabs Delivered, LLC, a retail crab business that is non-investment related, located at 401 Sweetbriar Lane Stevensville, MD 21666. Approximately 20 are spent each month (0 hrs during trading) scheduling/picking up deliveries and maintaining accounting records. AS OF 11/1/2016, GLEN BECAME A 33 1/3 MEMBER OF RCN & ASSOCIATES, LLC, A FIRM PROVIDING ACCOUNTING, BOOKKEEPING, AND INCOME TAX PREPARATION SERVICES. THE BUSINESS IS NON-INVESTMENT RELATED. HE IS RESPONSIBLE FOR ASSISTING IN FIRM HUMAN RESOURCE DECISIONS, MONITORING INTERNAL COMPANY RECORDS, CONSULTING ON TECHNOLOGY AND COMPANY IMPROVEMENTS TO OPERATIONS. HE SPENDS APPROXIMATELY 20 HOURS/MONTH TO THE BUSINESS WITH 5 OF THOSE HOURS DURING SECURITY TRADING HOURS. RCN & ASSOCIATES IS LOCATED IN EDGEWATER, MD. Glen Frost is a partner at Kram, Mccarthy, Ayers, Frost, an accounting firm specializing in taxation. 1 hour a month is spent on this activity during trading hours. 2 hours a month are spent on this activity outside of trading hours. 4 percent of his yearly compensation is derived from this activity. Partner in various accounting firms (1) RCN & Associates, LLC (2) Lombardo Ayers & Company, LLC (3) Kram McCarthy Ayers & Frost, LLC (4) Bestgate Tax & Accounting, LLC Other business interests STRATEGIC TAX PLANNING, LLC; OWNER; INVESTMENT RELATED: NO; 839 BESTGATE ROAD #400A ANNAPOLIS MARYLAND 21401 USA; TAX PLANNING AND SERVICES; UPPER MANAGEMENT OF FIRM ACTIVITIES;2022-03-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 8;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 8;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 25. Glen Edward Frost is the owner of Frost Tax Controversy Group; Investment Related: No; Location: 839 Bestgate Road, Suite 400 Annapolis Maryland 21401; Description of the business: Tax preparation; Responsibilities Duties: Managing Partner; Start date with business: 2021-11-17; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 1. Glen Edward Frost is a Member/Partner of EFG CPA & Associates; Investment Related: No; Location: 209 Magothy Bridge Road Pasadena Maryland 21122; Description of the business: Tax Preparation; Responsibilities Duties: Strategic Advisor; Start date with business: 2014-01-02; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 2. Glen Edward Frost is a Co-Owner of Approachable Systems; Investment related: No; Location: 839 Bestgate Road, Suite 400 Annapolis Maryland 21401; Description of the business: Marketing Consultants; Responsibilities Duties: Executive Management; Start date with business: 2021-05-05; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 5.
CRS (Client Relationship Summary) - RIA
Click below to view Glen Edward Frost'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®
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
Past
June 17, 2019 - November 3, 2022
BESTGATE WEALTH ADVISORS, LLC
RIA
CRD#: 301639
Edgewater, MD
Past
March 14, 2016 - February 19, 2019
COURT PLACE ADVISORS LLC
RIA
CRD#: 108545
Annapolis, MD
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
Virginia(8/24/2023)
Current Firm
FOUNDATION WEALTH & TAX ADVISORS, LLC
FOUNDATION WEALTH & TAX ADVISORS, LLC
CRD#: 317596 / SEC#:
Florida
Registered Investment Advisory firm - (7/8/2024 Approved)Maryland
Registered Investment Advisory firm - (2/11/2022 Approved)North Carolina
Registered Investment Advisory firm - (2/28/2022 Approved)South Carolina
Registered Investment Advisory firm - (4/16/2023 Approved)Virginia
Registered Investment Advisory firm - (8/24/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
839 Bestgate Road Suite 400, Annapolis, MD 21401
Mailing Address
Phone number
+1 (888) 354-5899
Established
Firm type
Fiscal year end
# of Employees
12
Regulatory assets under management
| Total Number of Accounts | 212 |
| AUM (Assets Under Management) | $ 49,348,002 |
Red Flags
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Company Information
FOUNDATION WEALTH & TAX ADVISORS, LLC
CRD#: 317596Annapolis, MD 21401TRUST BUT VERIFY
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