Foundry Wealth Group fees and pricing
Financial planner in Minneapolis, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 22, 2026, Foundry Wealth Group charges $100-$500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$500/hr
“The Adviser offers three financial-planning fee types under the Financial Planning Agreement, all of which are negotiable on the same basis as the Investment Advisory Contract schedules above: — Hourly Fees. $100–$500 per hour, typical $400 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Foundry Wealth Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized advisory fees are billed monthly in advance based on the Account's closing balance on the last trading day of the previous month, calculated as one-twelfth (1/12) of the annual percentage rate set forth below.”
- “Retainer engagements are billed in advance for the agreed service period.”
- “The Client may terminate the Investment Advisory Contract within five (5) business days of execution without penalty and with a full refund of any fees paid.”
How Foundry Wealth Group’s fees compare
- Its hourly rate of $100-$500 spans the Minnesota median of $263. 54% of the 115 other Minnesota planners that publish an hourly rate charge less.
- 6 of the 15 other planners in Minneapolis that publish an hourly rate charge less.
About Foundry Wealth Group
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
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
- 2% a year
- Clients
- 17
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and newsletters and publications
- Assets managed
- $1,250,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340539
- Phone
- (612) 512-7507
Other planners in Minneapolis that publish fees
- Access Financial Services, Inc.Minneapolis$250-$400/hr, $1,000
- Adaptive Financial Design LLCMinneapolis$1,000, $200-$500/mo
- All Star FinancialMinneapolis$25,000
- Allodium Investment Consultants, LLCMinneapolis$200-$500/hr, $2,500-$50,000
- Authentic Life Financial PlanningMinneapolis$300/hr, $8,000
- Bernstein Financial AdvisoryMinneapolis$250/hr
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.