Sarah Anderson
The Foundry Financial Group, Inc. · Laconia, New Hampshire
Sarah Anderson is a fee-only financial advisor at The Foundry Financial Group, Inc. in Laconia, New Hampshire, who holds the CFP, ChFC and CLU credentials. Sarah charges a percentage of assets and an ongoing planning fee (ongoing planning from $2,100 a year and 0.75% a year on the first tier of assets managed) and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
Facts
| Firm | The Foundry Financial Group, Inc. |
|---|---|
| Based in | Laconia, New Hampshire |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $2,100 a year · 0.75% a year on the first tier of assets managed |
| Assets under management | $284.2M across 1,206 accounts |
| Credentials | CFP · ChFC · CLU |
| SEC registration | Investment adviser representative in NH, TX · CRD 7115768 |
| Exams passed | Series 65 (2020) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | foundryadvisors.com |
| Profile |
How Sarah's firm compares
- Ongoing planning starts at $2,100 a year, below the US median of $4,500 for fee-only firms that publish prices.
- The Foundry Financial Group, Inc.'s average account is about $236,000, from its Form ADV (assets managed divided by 1,206 accounts).
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Questions about Sarah
Is Sarah Anderson a fee-only financial advisor?
Yes. Sarah Anderson is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sarah's firm.
How does Sarah charge for financial advice?
Sarah charges a percentage of assets and an ongoing planning fee.
How much does Sarah charge?
According to The Foundry Financial Group, Inc.'s website, checked October 28, 2026: ongoing planning from $2,100 a year; 0.75% a year on the first tier of assets managed.
Where is Sarah Anderson based?
Sarah Anderson is based in Laconia, New Hampshire.
What does Sarah specialize in?
Sarah's specialties include retirement planning. Sarah works with retirees, pre-retirees and early-career professionals.
What credentials does Sarah Anderson hold?
Sarah Anderson holds the CFP, ChFC and CLU credentials.
Is Sarah Anderson registered with the SEC?
Yes. Sarah Anderson is registered as an investment adviser representative in NH and TX (CRD 7115768), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does The Foundry Financial Group, Inc. manage?
The Foundry Financial Group, Inc. reports $284.2M across 1,206 accounts in assets under management.
How do I contact Sarah Anderson?
Through Sarah's website, foundryadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- The Foundry Financial Group, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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