Elena Dunn
Foundry Financial · Pasadena, California
Elena Dunn is a fee-only financial advisor at Foundry Financial in Pasadena, California. Foundry Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Foundry Financial |
|---|---|
| Based in | Pasadena, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $232.6M across 626 accounts |
| SEC registration | Investment adviser representative in CO · CRD 7953161 |
| Exams passed | Series 65 (2026) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | retirementplanning.mykajabi.com |
How Elena's firm compares
- Foundry Financial's average account is about $372,000, from its Form ADV (assets managed divided by 626 accounts).
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Questions about Elena
Is Elena Dunn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Elena holds no broker registration, and Foundry Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Elena charge for financial advice?
Elena's firm, Foundry Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Elena Dunn based?
Elena Dunn is based in Pasadena, California.
Is Elena Dunn registered with the SEC?
Yes. Elena Dunn is registered as an investment adviser representative in CO (CRD 7953161), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Foundry Financial manage?
Foundry Financial reports $232.6M across 626 accounts in assets under management.
How do I contact Elena Dunn?
Through Elena's website, retirementplanning.mykajabi.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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