Foundry Wealth Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Foundry Wealth Group offers discretionary investment and capital management, non‑discretionary personal financial planning (available on hourly, fixed‑fee, or retainer terms), digital‑asset advisory, and educational materials including periodic newsletters. It serves individuals and families (including high‑net‑worth individuals), business owners, trusts and estates, and small business entities organized as LLCs, S‑corporations, C‑corporations, and partnerships.
The firm tailors portfolios and planning to each client’s circumstances, employing fundamental, technical, quantitative, and macroeconomic analysis and using both strategic and tactical asset‑allocation approaches. It may include selective allocations to alternatives and digital assets (the brochure notes typical digital‑asset ranges and associated risks) and implements active trading and options strategies for qualified clients when appropriate.
Compared with many small, state‑registered advisers, Foundry discloses uncommon features such as publishing educational newsletters and explicitly offering multiple financial‑planning fee structures (hourly, fixed, retainer) in addition to asset‑based advisory fees. The brochure also highlights procedural safeguards and distinctive operational details — a ban on performance‑based fees, simultaneous delivery of fee invoices to clients and custodians, the use of Anchorage Digital Bank for digital‑asset custody (with related FDIC non‑insurance disclosures), and a disclosed outside, non‑advisory consulting business operated by the firm’s principal.
Client services
Expertise
Fee options
$1,000–$25,000 per engagement for financial planning
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.10% $2,500,001 - $5,000,000: 0.90% $5,000,001+: 0.75%
$100–$500 per hour, typical $400 per hour for financial planning
Retainer fees $1,500–$10,000 per service period for financial planning
Account minimum: $10,000 (often waived or reduced at Adviser's discretion; no minimum for financial-planning-only engagements) Fee-only: Hourly fees $100–$500/hour (typical $400/hour), Fixed fees $1,000–$25,000 per engagement, Retainer fees $1,500–$10,000 per service period
Main office
1072 24th Ave SE Unit 1
Minneapolis MN 55414
Advisors at this office
1
Most active in
Minnesota
Also doing business as
Foundry Wealth Group · Foundry Wealth Group LLC
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.
Forms ADV
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