Firm
The Foundry Financial Group, Inc.
Laconia, New Hampshire
Fee-only
The Foundry Financial Group, Inc. at a glance
- One of 74 fee-only firms based in New Hampshire in the Wellspent graph.
- 7 advisors are listed here; 4 of 7 hold the CFP.
- Its Form ADV reports 11 employees and 294 individual clients, 145 of them high net worth.
- Its average account is about $236,000 (assets it manages divided by its 1,206 accounts).
Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire
Facts
| Based in | Laconia, New Hampshire |
|---|---|
| Website | foundryadvisors.com |
| [email protected] | |
| Phone | (603) 528-5171 |
The Foundry Financial Group, Inc. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,100 a year |
|---|---|
| Asset-based fee | 0.75% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Our standard fees range between $2,100 to $8,000 per year." source
"Advisory fees for investment management services begin at 0.75% on the first $1 million in assets" source
"Advisory fees for investment management services begin at 0.75% on the first $1 million in assets" source
"Our standard fees range between $2,100 to $8,000 per year." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $284 million |
| Individual clients | 149 |
| High-net-worth clients | 145 |
| Accounts managed | 1,206 |
| Employees | 11 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-129329) |
| Financial planning | Offered |
| Form ADV filed | February 20, 2026 |
| SEC record | CRD 116823 |