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The Foundry Financial Group
The Foundry Financial Group: Laconia-based fee-only RIA run by Michael Fogarty since the 1989 incorporation, serving New Hampshire's Lakes Region families.
The Foundry Financial Group
The Foundry is an SEC-registered investment adviser in Boulder, CO, registered since 2016. It manages approximately $3.5 billion in regulatory assets. The firm has 10 employees and 6 investment advisers.
General information
Firm type
RIA
Year founded
1989
AUM
Undisclosed
Location
Region
Oceania
Country
United States
City
Laconia
Corporate office
67 Water Street, Suite 101, Laconia, New Hampshire 03246, United States
Principals
Michael H. Fogarty, CFP
President
Daniel Fogarty
Founder (Retired)
Natalie Fogarty
Incorporator, prior Financial Planning & Investment Representative
Sector focus
Frequently asked questions
Who runs investment and planning decisions at The Foundry Financial Group?
Michael H. Fogarty, a CFP certificant, has been president since 2002 and joined the firm in 1991 when it was still led by his mother, Natalie Fogarty. The firm uses a team approach where multiple advisors contribute to each client relationship, but ultimate decision-making authority sits with Michael Fogarty as the long-tenured president.
How does The Foundry Financial Group charge for its services?
The firm is strictly fee-only. It does not accept commissions, sales loads, or revenue-sharing arrangements from product providers. Clients pay directly for financial planning, investment management, and retirement-plan consulting, a structure the firm has maintained since its founding as a Registered Investment Adviser.
Is The Foundry Financial Group a single-family office or a retail advisor?
It is a fee-only RIA serving individual households throughout New Hampshire and across the United States. It is not a family office managing the Fogarty family's own capital; the family operates the advisory business serving third-party clients.
Does the firm disclose its assets under management?
No. The Foundry Financial Group does not publish its AUM on its website or in widely circulated media, making it typical of a sub-scale independent RIA that files ADV forms without attracting institutional database coverage.
What is the firm's approach to employer retirement plans?
The Foundry designs and manages retirement plans for businesses, assisting with plan administration, fiduciary compliance, and investment-menu construction. This line of business operates alongside the individual planning and wealth-management practice and is cited as a distinct service on the firm's website.
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