A complete list of active advisors currently associated with Foundry Wealth Advisors, LLC
Warmer can help you find a great advisor at Foundry Wealth Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Foundry Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Baltimore, MD
| 7
| |
Baltimore, MD
| 32
| |
Baltimore, MD
| 22
|
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