Joseph T. Hill

FOUNDATION WEALTH & TAX ADVISORS

Annapolis, MD 21401

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CRD#: 6728446

Professional summary

Joseph Thomas Hill, who also goes by Joseph Thomas Hill Jr, is a registered financial advisor currently at FOUNDATION WEALTH & TAX ADVISORS, LLC located in Annapolis, Maryland.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Joseph has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joseph Thomas Hill Jr

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.

Joseph Thomas Hill Jr. is an accountant and owner of Joseph Hill & Associates. He spends approximately 40 hours a week on this outside business activity. Joseph Thomas Hill Jr. is 6% owner of Makeup By Judee Jo, LLC. He spends approximately 0 hours a week on this outside business activity. Owner/Sole Employee of Joseph Hill & Associates. This business owns an interest in Bestgate Wealth Advisors, our previous RIA. This entity also performs consulting services to RCN & Associates, a MD accounting firm. Joseph Thomas Hill Jr. is the Member of EJG CPA & Associates, through his wholly owned LLC - Joseph Hill and Associates.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Thomas Hill'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®

None

Experience

Current

February 11, 2022 - Present

FOUNDATION WEALTH & TAX ADVISORS, LLC

Office #1: 839 Bestgate Road Suite 400, Annapolis, MD 21401

RIA

CRD#: 317596

Annapolis, MD

Past

June 17, 2019 - November 3, 2022

BESTGATE WEALTH ADVISORS, LLC

RIA

CRD#: 301639

FREDERICK, MD

Past

January 4, 2017 - February 19, 2019

COURT PLACE ADVISORS LLC

RIA

CRD#: 108545

Edgewater, 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

Maryland
(2/11/2022)

IAR

Virginia
(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

Current Firm

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)

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	212
AUM (Assets Under Management)	$ 49,348,002

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.

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Joseph T. Hill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Thomas Hill's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOUNDATION WEALTH & TAX ADVISORS, LLC

BESTGATE WEALTH ADVISORS, LLC

COURT PLACE ADVISORS LLC

State Registrations and Notice Filings

Exams

Current Firm

FOUNDATION WEALTH & TAX ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FOUNDATION WEALTH & TAX ADVISORS, LLC

TRUST BUT VERIFY

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