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Foundry Financial LLC

Updated today

Client assets under management

$232,611,535

Clients

184

44% high-net worth

Advisors

5

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

37

Low

Average account size

$1,264,193

About

Foundry Financial provides discretionary investment management, financial planning, and pension consulting to individuals, high‑net‑worth individuals, and charitable organizations. The firm reports approximately $232.6 million in discretionary assets under management and serves about 184 clients across multiple offices.

Portfolios are managed with risk‑based, diversified allocations that typically include no‑load mutual funds, ETFs, individual stocks and bonds, and cash, and the firm describes a mix of fundamental, technical, cyclical, charting and passive approaches while exercising discretionary trading authority. Foundry also delivers one‑time and ongoing financial planning directly and via a third‑party planning relationship (Domain Money), and it states that it acts as an ERISA fiduciary when advising retirement plan accounts.

What distinguishes the firm from many peers is a disclosed affiliation with an accounting firm, an arrangement that is relatively uncommon among team advisory firms, alongside a sub‑advisory and revenue‑sharing relationship with its third‑party planner and an ownership interest by a firm principal in the planner’s parent company. The brochure also discloses that certain principals are licensed insurance agents and that the firm addresses related conflicts through written disclosures and monitoring.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Roth conversion strategy Social Security optimization Charitable giving tax strategies Cash flow / budgeting

Fee options

Fixed

Flat fees for financial planning services ranging from $1,000 to $10,000 and third-party planner flat fees (e.g., $5,200 or $9,000 initially)

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%

Subscriptions

Third-party planner ongoing quarterly fees of $4,200/year for Strategic Retirement Plan or $8,000/year for Comprehensive Retirement Plan

Other

Minimum fee: Minimum annual fee of $10,000, applied quarterly in arrears Fee-only: Flat fees for financial planning services generally range from $1,000 to $10,000 (one-time) and $1,296 to $6,000 per year (charged monthly or as agreed)

Main office location

Foundry Financial LLC

479 S Marengo Ave

Pasadena CA 91101, United States

Number of offices

5

Most active in

Arizona · California · Connecticut · District of Columbia · Florida · Georgia · Hawaii · Louisiana · Maryland · Massachusetts · Nevada · New Hampshire · North Carolina · Ohio · Texas · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Noah H

CFP®

Fort Lauderdale, FL

Foundry Financial LLC

Noah Hankin is a CFP® professional with one year of industry experience, currently serving at Foundry Financial LLC in Fort Lauderdale, FL. Prior to joining Foundry Financial, he worked at Palisades Hudson Financial Group and Hinds Financial Group. Outside of finance, Noah owns and instructs at Fort Lobsterdale, a business offering private scuba diving and lobstering tours. Foundry Financial LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm constructs diversified, risk-based portfolios using a combination of fundamental, technical, cyclical, charting, and passive strategies, managing approximately $105 million in discretionary assets with a four-advisor team.

General retirement planning Roth conversion strategy Social Security optimization Charitable giving tax strategies Cash flow / budgeting
user avatar

Kevin L

CFP®, Series 65

Pasadena, CA

Foundry Financial LLC

Kevin Lum is a CFP® with seven years of industry experience, currently serving as an advisor at Foundry Financial LLC since 2019. Prior to joining Foundry Financial, he worked at The Table from 2013 to 2019. Outside of his advisory role, he spends a small amount of time managing insurance sales. Foundry Financial LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm constructs diversified, risk-based portfolios using a combination of fundamental, technical, cyclical, charting, and passive investment approaches, with ongoing account monitoring and annual formal reviews.

General retirement planning Roth conversion strategy Social Security optimization Charitable giving tax strategies Cash flow / budgeting
user avatar

John F

CFP®

Davidson, NC

Foundry Financial LLC

John Frechette is a CFP® professional with experience at Foundry Financial LLC since 2025. Prior to joining Foundry, he worked at Trust Company of the South from 2022 to 2025 and has held roles at several companies including Huber Engineered Woods and Lowe's Companies, Inc. He is based in Davidson, NC. Foundry Financial LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a mix of fundamental, technical, cyclical, charting, and passive investment approaches to construct diversified, risk-based portfolios under discretionary authority.

General retirement planning Roth conversion strategy Social Security optimization Charitable giving tax strategies Cash flow / budgeting
user avatar

Nicholas H

Series 65

College Station, TX

Foundry Financial LLC

Nicholas Hiebert is a financial advisor at Foundry Financial LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at TRU Independence Asset Management, Briaud Financial Advisors, and several independent school districts. Foundry Financial LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm manages diversified portfolios using a combination of fundamental, technical, cyclical, charting, and passive strategies under discretionary authority while allowing client-imposed restrictions.

General retirement planning Roth conversion strategy Social Security optimization Charitable giving tax strategies Cash flow / budgeting
user avatar

Robert M

Series 63, Series 65

Mandeville, LA

Foundry Financial LLC

Robert Mc Alister is a financial advisor at Foundry Financial LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Meridian Wealth Management and Northwestern Mutual Investment Services. Outside of advising, he is involved in business consulting through McAlister Ventures, LLC and serves as a referee for youth and adult soccer games. Foundry Financial LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs diversified, risk-based portfolios using a range of investment approaches and offers ongoing portfolio monitoring with formal annual reviews.

General retirement planning Roth conversion strategy Social Security optimization Charitable giving tax strategies Cash flow / budgeting
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