Robert McAlister
Foundry Financial · Covington, Louisiana
Robert McAlister is a fee-only financial advisor at Foundry Financial in Covington, Louisiana. 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 | Covington, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $232.6M across 626 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 7313027 |
| Exams passed | Series 63 (2022) · Series 65 (2023) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | retirementplanning.mykajabi.com |
| Profile |
How Robert'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 Robert
Is Robert McAlister a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Foundry Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert McAlister based?
Robert McAlister is based in Covington, Louisiana.
Is Robert McAlister registered with the SEC?
Yes. Robert McAlister is registered as an investment adviser representative in LA and TX (CRD 7313027), 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 Robert McAlister?
Through Robert'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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