Foundry Wealth Advisors, LLC fees and pricing

Financial planner in Baltimore, Maryland. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 20, 2026, Foundry Wealth Advisors, LLC charges $250 an hour and a flat or project fee of $2,000⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“The financial planning fee is charged on a fixed fee (which generally ranges from $2,000 to $10,000 or more) or an hourly basis (charged at the rate of $250 per hour).”
Flat or project fee
$2,000⁠-⁠$10,000

From the same sentence as above.

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

How Foundry Wealth Advisors, LLC bills

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

  • “All fees are negotiable at the sole discretion of the firm.”
  • “If the advisory fee is asset based, the refund will be calculated on a pro rata basis beginning on the day after the date the termination notice is received.”
  • “Fixed fees that are collected in advance will be refunded based on a pro rata amount of work completed at termination.”

How Foundry Wealth Advisors, LLC’s fees compare

  • Its hourly rate of $250 is below the Maryland median of $300. 24% of the 156 other Maryland planners that publish an hourly rate charge less.
  • 1 of the 9 other planners in Baltimore that publish an hourly rate charge less.
  • Its flat or project fee of $2,000-$10,000 spans the Maryland median of $4,335. 74% of the 133 other Maryland planners that publish a flat or project fee charge less.
  • 10 of the 12 other planners in Baltimore that publish a flat or project fee charge less.

About Foundry Wealth Advisors, LLC

  • Firm size: 4 employees.
  • Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.4% a year
Clients
66
Employees
4
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$163,390,033
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
Yes. Read them on the SEC site (opens in new tab)
SEC CRD number
300794
Website
foundrywealth.com (opens in new tab)
Phone
(443) 692-8833

Can advise clients in 5 states: Florida, Maryland, Nebraska, New Hampshire, Texas

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.