Daniel Rivet
The Foundry Financial Group · Laconia, New Hampshire
Daniel Rivet is a fee-only financial advisor at The Foundry Financial Group in Laconia, New Hampshire, who holds the CFP credential. The Foundry Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The Foundry Financial Group |
|---|---|
| Based in | Laconia, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $284.2M across 1,206 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NH, TX · CRD 6817858 |
| Exams passed | Series 66 (2018) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.foundryadvisors.com |
How Daniel's firm compares
- The Foundry Financial Group's average account is about $236,000, from its Form ADV (assets managed divided by 1,206 accounts).
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Questions about Daniel
Is Daniel Rivet a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and The Foundry Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, The Foundry Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Rivet based?
Daniel Rivet is based in Laconia, New Hampshire.
What credentials does Daniel Rivet hold?
Daniel Rivet holds the CFP credential.
Is Daniel Rivet registered with the SEC?
Yes. Daniel Rivet is registered as an investment adviser representative in NH and TX (CRD 6817858), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Foundry Financial Group manage?
The Foundry Financial Group reports $284.2M across 1,206 accounts in assets under management.
How do I contact Daniel Rivet?
Through Daniel's website, www.foundryadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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