Michael Fogarty
The Foundry Financial Group · Laconia, New Hampshire
Michael Fogarty is a fee-only financial advisor at The Foundry Financial Group in Laconia, New Hampshire, who holds the CFP and ChFC credentials. The Foundry Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Michael →
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 · ChFC |
| SEC registration | Investment adviser representative in MA, NH, TX · CRD 2191202 |
| Exams passed | Series 63 (1991) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.foundryadvisors.com |
How Michael'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 Michael
Tell Michael a little about what you're looking for. Michael 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 Michael
Is Michael Fogarty a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?
Michael's firm, The Foundry Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Fogarty based?
Michael Fogarty is based in Laconia, New Hampshire.
What credentials does Michael Fogarty hold?
Michael Fogarty holds the CFP and ChFC credentials.
Is Michael Fogarty registered with the SEC?
Yes. Michael Fogarty is registered as an investment adviser representative in MA, NH and TX (CRD 2191202), 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 Michael Fogarty?
Through Michael'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.