Marianne Mattran
Foundry Wealth Advisors · Baltimore, Maryland
Marianne Mattran is a fee-only financial advisor at Foundry Wealth Advisors in Baltimore, Maryland, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, TX · CRD 4806813 |
| Exams passed | Series 66 (2004) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | foundrywealth.com |
| Profile |
How Marianne'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 Marianne
Is Marianne Mattran a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marianne 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 Marianne charge for financial advice?
Marianne's firm, Foundry Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Marianne Mattran based?
Marianne Mattran is based in Baltimore, Maryland.
What credentials does Marianne Mattran hold?
Marianne Mattran holds the CFP credential.
Is Marianne Mattran registered with the SEC?
Yes. Marianne Mattran is registered as an investment adviser representative in MD and TX (CRD 4806813), 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 Marianne Mattran?
Through Marianne'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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