Joshua Allen
The Foundry Financial Group · Laconia, New Hampshire
Joshua Allen 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.
Request an introduction to Joshua →
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 6767997 |
| Exams passed | Series 63 (2021) · Series 65 (2023) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.foundryadvisors.com |
How Joshua'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).
Request an introduction to Joshua
Tell Joshua a little about what you're looking for. Joshua isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Joshua
Is Joshua Allen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua 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 Joshua charge for financial advice?
Joshua's firm, The Foundry Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joshua Allen based?
Joshua Allen is based in Laconia, New Hampshire.
What credentials does Joshua Allen hold?
Joshua Allen holds the CFP credential.
Is Joshua Allen registered with the SEC?
Yes. Joshua Allen is registered as an investment adviser representative in NH and TX (CRD 6767997), 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 Joshua Allen?
Through Joshua'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.
See something wrong? Request a correction. Read our methodology.