Foundry Wealth Advisors, LLC

Founded in 2011 and independently registered as an investment adviser since 2019, Foundry Wealth Advisors, LLC (FWA) offers tailored investment advice and management services. Services include portfolio management, financial planning, retirement planning, and more. FWA's investment process involves reviewing client needs, creating personalized financial plans, and implementing strategies based on client goals. Clients authorize FWA to manage their accounts on a discretionary basis. As of December 31, 2024, FWA managed $134,245,393 in assets. For financial planning services, fees range from $2,000 to $10,000 or more, or $250 per hour. Investment management fees are based on Assets Under Management (AUM), ranging from 0.60% to 1.40% depending on the asset tier. FWA may charge a flat rate of 0.50% on assets not directly managed. FWA does not charge performance-based fees and primarily serves individuals and high net worth individuals with a minimum asset requirement of $1 million. Clients receive quarterly performance reviews and annual financial plan reviews. FWA does not vote proxies on behalf of clients and does not have custody of client assets unless authorized.