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Foundry Wealth Advisors, LLC

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Client assets under management

$163,390,033

Clients

66

50% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

17

Very Low

Average account size

$2,475,607

About

Foundry Wealth Advisors serves individual and high‑net‑worth clients, generally engaging clients for discretionary investment management and comprehensive financial planning (the firm may also provide standalone planning on a fixed‑ or hourly‑fee basis). Services described in the brochure include portfolio management, retirement and college planning, tax and estate planning support, debt/credit planning, and life insurance advice.

The firm constructs individualized portfolios with an emphasis on asset allocation and diversification, combining quantitative and qualitative analysis and third‑party research tools to implement tax‑aware, long‑term strategies. Accounts are managed on a discretionary basis with continuous monitoring, quarterly performance reviews, and an annual comprehensive review of the client’s financial plan.

Distinctive features in the brochure include a relatively small client base compared with its assets under management, reflecting a high asset‑per‑client relationship and a household aggregation approach to fee calculations that applies an effective fee across family members. Advisers at the firm are licensed to recommend insurance products (with disclosed potential for commission in specific circumstances), the firm includes cash and margin balances in its fee calculations and may charge flat fees on assets it cannot directly manage, and Item 9 reports no material legal or disciplinary events.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning College savings (529s, UTMA, etc.) Debt management General tax planning

Fee options

Fixed

Financial planning fee generally ranges from $2,000 to $10,000 or more

Percentage

$0 - $1,000,000: 1.40% annually $1,000,000 - $3,000,000: 0.95% annually $3,000,001 - $5,000,000: 0.80% annually $5,000,001+: 0.50% annually

Project-based

$250 per hour

Other

Account minimum: $1,000,000

Main office location

Foundry Wealth Advisors, LLC

921 E. Fort Avenue, Suite 310

Baltimore MD 21230, United States

Number of offices

1

Most active in

Florida · Maryland · Nebraska · Texas

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

Marianne M

CFP®, Series 66

Baltimore, MD

Foundry Wealth Advisors, LLC

Marianne Mattran is a CFP® and Series 66-registered financial advisor with over 21 years of industry experience. She has worked at Foundry Wealth Advisors, LLC since 2019 and previously held roles at MS Howells & Co, Jemma Financial Services, and Coastal Equities, Inc. Outside of advising, she holds a Maryland State Life Health insurance producer license and is involved in an advertising business through Matador Holdings, LLC. Foundry Wealth Advisors provides discretionary portfolio management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm emphasizes customized financial plans developed through detailed client interviews and employs diversified investment strategies while conducting ongoing account monitoring and reviews.

General retirement planning College savings (529s, UTMA, etc.) Debt management General tax planning
user avatar

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 holds a Series 65 designation and has worked at Foundry Wealth Advisors since 2017, including its predecessor entity Jemma Investment Advisors LLC. Outside of his advisory role, Kyle is a Maryland Licensed Life, Health, and Long Term Care Insurance Producer focusing on fixed life insurance products. Foundry Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes customized financial plans based on detailed client interviews and manages diversified portfolios on a discretionary basis with ongoing reviews.

General retirement planning College savings (529s, UTMA, etc.) Debt management General tax planning
user avatar

Lillie H

Series 65

Baltimore, MD

Foundry Wealth Advisors, LLC

Lillie Hughes is a financial advisor at Foundry Wealth Advisors, LLC in Baltimore, MD, holding a Series 65 designation with three years of industry experience. Prior to joining Foundry Wealth Advisors in 2021, she worked at United Way of Central Maryland and has experience from the College of William & Mary and Rutland Beard Floral Group. Foundry Wealth Advisors provides discretionary portfolio management and comprehensive financial planning services primarily for individual and high-net-worth clients. The firm focuses on customized financial plans developed through detailed client interviews and employs diversified investment strategies, monitoring accounts continuously with regular reviews.

General retirement planning College savings (529s, UTMA, etc.) Debt management General tax planning
user avatar

Donald M

Series 63, Series 65

Baltimore, MD

Foundry Wealth Advisors, LLC

Donald Mattran Jr. is a financial advisor at Foundry Wealth Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Foundry Wealth Advisors and related entities since 2011, with prior experience at Coastal Equities, Inc. Outside of his advisory role, he is co-owner of Matador Holdings, LLC, an advertising business connected to Foundry Wealth Advisors. Foundry Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm uses a customized planning process and diversified investment strategies, managing approximately $134.2 million in assets across about 67 accounts.

General retirement planning College savings (529s, UTMA, etc.) Debt management General tax planning
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