# Joseph Aulisi

> Joseph Aulisi is a fee-only financial advisor at Foundry Financial in Raleigh, North Carolina, who holds the CFP credential. Foundry Financial reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-aulisi/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Foundry Financial
- **Based in:** Raleigh, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $232.6M across 626 accounts
- **Credentials:** CFP
- **CRD:** 8332935 (https://adviserinfo.sec.gov/individual/summary/8332935)
- **SEC registration:** Investment adviser representative in NC
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://retirementplanning.mykajabi.com/

## Frequently asked questions

### Is Joseph Aulisi a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph 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 Joseph charge for financial advice?

Joseph's firm, Foundry Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Joseph Aulisi based?

Joseph Aulisi is based in Raleigh, North Carolina.

### What credentials does Joseph Aulisi hold?

Joseph Aulisi holds the CFP credential.

### Is Joseph Aulisi registered with the SEC?

Yes. Joseph Aulisi is registered as an investment adviser representative in NC (CRD 8332935), 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 Joseph Aulisi?

Through Joseph's website, retirementplanning.mykajabi.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8332935): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.