Donald Mattran
Foundry Wealth Advisors · Baltimore, Maryland
Donald Mattran is a fee-only financial advisor at Foundry Wealth Advisors in Baltimore, Maryland. Foundry Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Foundry Wealth Advisors |
|---|---|
| Based in | Baltimore, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $163.4M across 251 accounts |
| SEC registration | Investment adviser representative in MD, TX · CRD 2342760 |
| Exams passed | Series 63 (1993) · Series 65 (1993) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | foundrywealth.com |
How Donald's firm compares
- Foundry Wealth Advisors's average account is about $651,000, from its Form ADV (assets managed divided by 251 accounts).
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Questions about Donald
Is Donald Mattran a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Foundry Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, Foundry Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Donald Mattran based?
Donald Mattran is based in Baltimore, Maryland.
Is Donald Mattran registered with the SEC?
Yes. Donald Mattran is registered as an investment adviser representative in MD and TX (CRD 2342760), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Foundry Wealth Advisors manage?
Foundry Wealth Advisors reports $163.4M across 251 accounts in assets under management.
How do I contact Donald Mattran?
Through Donald's website, foundrywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Baltimore
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
- Foundry Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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