Joseph Aulisi
Foundry Financial · Raleigh, North Carolina
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.
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Facts
| Firm | Foundry Financial |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $232.6M across 626 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 8332935 |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | retirementplanning.mykajabi.com |
How Joseph'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 Joseph
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.
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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