Foundry Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Foundry Wealth Advisors is an SEC-registered adviser that serves individual and high-net-worth clients, providing ongoing portfolio management alongside comprehensive financial planning services such as retirement planning, tax guidance, life insurance advice, college planning, and debt/credit planning. The firm manages roughly $163 million for about 66 clients through a four-advisor team and generally requires a $1 million asset minimum for investment management engagements, which it may waive in certain cases.
The firm implements investment strategies primarily through model portfolios that are selected for client risk profiles and then customized to account for tax considerations, legacy holdings, cash needs, and other client-specific constraints; accounts are monitored continuously with quarterly performance reviews and an annual financial-plan review. Foundry typically manages client assets on a discretionary basis, recommends a primary custodial relationship with Charles Schwab, and uses third-party technology and research (including its billing/reporting platform) to support implementation and reporting, while disclosing the potential to receive research or services from custodians.
Foundry’s brochure discloses recent material changes in its Form ADV (Item 2), including a correction that reclassified certain assets between discretionary and non-discretionary categories without changing total AUM, and the addition of a written fiduciary acknowledgment applicable to advice on retirement accounts under DOL guidance — disclosures that are relatively uncommon among peers. The firm also notes that some supervised persons hold insurance licenses and may receive commissions in certain circumstances, and it reports no disciplinary history in Item 9.
Client services
Expertise
Fee options
Financial planning fixed fee generally ranging from $2,000 to $10,000 or more.
$0 - $1,000,000: 1.40% $1,000,001 - $3,000,000: 0.95% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $20,000,000: 0.65% $20,000,001+: 0.60%
$250 per hour for financial planning services if charged hourly.
Account minimum: $1,000,000 Fee-only: Financial planning fees charged as fixed fees generally ranging from $2,000 to $10,000 or more, or hourly at $250 per hour. Fees negotiated case-by-case if financial planning only.
Main office
921 E. Fort Avenue, Suite 310
Baltimore MD 21230
Advisors at this office
3
Most active in
Florida · Maryland · Nebraska · New Hampshire · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Marianne M
CFP®, Series 66
Baltimore, MD
Foundry Wealth Advisors, LLC
Marianne Mattran is a CFP® with 22 years of industry experience, currently serving as an advisor at Foundry Wealth Advisors, LLC since 2019. Her prior roles include positions at Ms Howells & Co, Jemma Financial Services (doing business as Foundry Wealth Advisors), Realta Investment Advisors, Inc., and Truist Investment Services, Inc. Outside of advisory work, she holds a life insurance producer license and owns Matador Holdings, LLC, an advertising business. Foundry Wealth Advisors is an SEC-registered firm that serves individual and high-net-worth clients, offering portfolio management and comprehensive financial planning services. The firm utilizes model portfolios tailored to client risk profiles and specific needs, managing approximately $163 million across a four-advisor team.
Kyle F
Series 65
Baltimore, MD
Foundry Wealth Advisors, LLC
Kyle Fishler is a financial advisor at Foundry Wealth Advisors, LLC with seven years of industry experience. He has held roles at Foundry Wealth Advisors since 2017 and previously worked at Penn Mutual Life Insurance. Additionally, he is a Maryland-licensed producer of fixed life, health, and long-term care insurance. Foundry Wealth Advisors serves individual and high-net-worth clients, providing portfolio management and comprehensive financial planning services. The firm manages approximately $163 million for about 66 clients, using model portfolios tailored to client risk profiles and specific financial situations.
Donald M
Series 63, Series 65
Baltimore, MD
Foundry Wealth Advisors, LLC
Donald Mattran Jr. is a financial advisor with Foundry Wealth Advisors, LLC in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Foundry Wealth Advisors and its predecessor entity since 2016. Outside of his advisory role, he is co-owner of Matador Holdings, LLC, which provides advertising services for Foundry Wealth Advisors at PCA driving events. Foundry Wealth Advisors serves individual and high-net-worth clients, offering portfolio management and comprehensive financial planning. The firm uses model portfolios tailored to client risk profiles and specific needs, managing assets primarily on a discretionary basis through a four-advisor team.
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