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
- Phone
- (443) 692-8833
Can advise clients in 5 states: Florida, Maryland, Nebraska, New Hampshire, Texas
Other planners in Baltimore that publish fees
- Aerie Capital ManagementBaltimore$250/hr, $1,000-$2,500
- Buttonwood Financial Advisors, Inc.Baltimore$500
- Charles Street Asset Management, Inc.Baltimore$200-$300/hr, $1,000-$10,000
- Docempowered, LLCBaltimore$600/hr, $600-$1,000/mo
- Equatorial Advisors, LLCBaltimore$150-$500
- Garritt Financial Solutions LLCBaltimore$275/hr, $1,800-$3,500
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.