Foundry Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$10,000

“In the event of termination of the advisory agreement, pro rata fees earned through the effective date of the termination will be billed to the client.​ ​ Financial Planning Fees​ In consideration of its one-time financial planning services, Adviser generally charges a flat fee that ranges from $1,000 to $10,000…”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Foundry Financial LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are typically deducted in arrears on a quarterly basis from clients’ assets and based upon the average daily balance of such assets managed by Adviser during the prior calendar quarter.”
• “Fees are prorated from the date a client’s assets are first designated to be under our management through the effective date of termination of the advisory agreement.”

How Foundry Financial LLC’s fees compare

• Its flat or project fee of $1,000-$10,000 spans the California median of $5,000. 57% of the 796 other California planners that publish a flat or project fee charge less.
• 8 of the 16 other planners in Pasadena that publish a flat or project fee charge less.

About Foundry Financial LLC

• Firm size: 13 employees.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

184

Employees

13

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$232,611,535

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

300122

Website

foundryfinancial.org (opens in new tab)

Phone

(213) 802-8662

Can advise clients in 23 states: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Louisiana, Massachusetts, Maryland, Michigan, North Carolina, Nebraska, New Hampshire, New Jersey, Nevada, New York, Ohio, Pennsylvania, Texas, Virginia, Washington

Other planners in Pasadena that publish fees

• Appian Way FinancialPasadena$500⁠-⁠$5,000
• Equanimity Financial PartnersPasadena$2,500⁠-⁠$20,000
• Favor Wealth Advisors, LLCPasadena$500/hr, $2,500⁠-⁠$20,000
• Fiducia Wealth ManagementPasadena$350/hr, $2,500⁠-⁠$10,000
• Firmo Investment Consulting ServicesPasadena$150/hr, $1,050
• Garabedian Wealth Management GroupPasadena$500/hr

Compare all 35 planners in Pasadena