The Foundry Financial Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$350/hr

“The negotiated hourly fee for these services is between $200 and $350.”

Annual fee

$2,100⁠-⁠$8,000/yr

“The negotiated fixed rate for creating client financial plans or for ongoing financial planning that includes periodic updates and reviews is generally between $2,100 and $8,000 per year based on net worth, plan complexity and the estimated time spent on the plan.”

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

How The Foundry Financial Group, Inc. bills

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

• “Fees are never charged for work performed more than six months in advance.”
• “Clients may also choose to pay for ongoing services monthly, but only by ACH.”
• “Refunds for fees paid in advance will be returned within fourteen days to the client via check.”

How The Foundry Financial Group, Inc.’s fees compare

• Its hourly rate of $200-$350 spans the New Hampshire median of $275. 46% of the 52 other New Hampshire planners that publish an hourly rate charge less.
• Its annual fee of $2,100-$8,000 spans the New Hampshire median of $7,100. 29% of the 14 other New Hampshire planners that publish an annual fee charge less.

About The Foundry Financial Group, Inc.

• Firm size: 11 employees.
• Registered as an adviser: 2024 (2 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

Clients

294

Employees

11

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$284,214,253

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

116823

Website

linkedin.com/company/foundryfinancialgroup (opens in new tab)

Phone

(603) 528-5171

Can advise clients in 5 states: Florida, Massachusetts, New Hampshire, New Jersey, Texas

Other planners in New Hampshire that publish fees

• Applied Capital Management, LLCLondonderry$350/hr
• Arca Wealth, LLCPortsmouth$200⁠-⁠$300/hr
• Aurelius Family Office, LLCBedford$2,000⁠-⁠$10,000
• Axiom Advisors, LLCBedford$200⁠-⁠$625/hr, $600⁠-⁠$25,000
• Aztec Financial Group, LLCDover$1,500
• Bartley Financial Advisors, LLCBedford$6,000/yr

Compare all 112 planners in New Hampshire