Apply for a FREE Assessment

Our simple and informative process to help you evaluate Foundry and make an informed decision about working together.

Tax Analysis

Retirement Gaps

Portfolio Review

Our Process

A simple process to help you improve retirement success & lower your tax bill.

Step 1 - Exploration

A short phone call to make sure our firm is a good fit.

Step 2 - Review Meeting

Next, we will have another 1-hour meeting to review our findings and recommendations. We’ll explain how you can improve retirement plan, lower taxes, and optimize your investments.

Step 3: Get Started

If we both feel it’s a good fit, we’ll begin the process of getting organized

Apply for a FREE Assessment

 You’ve questions, we’ve got answers.

  • Yes! We have clients across the country. Even clients in Southern California often choose to meet virtually.

    Our firm is equipped to meet with clients (and potential clients) through the video conferencing software, Zoom.

  • We do not offer hourly work, but we do offer a very limited number of one-time retirement plans beginning at $5,000.00. We are unable to offer a free assessment to people not interested in a long term engagement.

  • We are a boutique firm that offers personalized service to our clients. You are not just another number, but are family to us.

  • For your safety and convenience, Foundry uses Schwab Financial as a third-party custodian for our client investment and retirement accounts.

    Schwab custodies roughly $3.6 trillion of RIA assets, and $7.6 trillion overall, making it far and away the largest RIA custodian.

    We also custody at Fidelity.

  • We charge a fee that’s a percentage of the value of the investments we manage, which is debited directly from the account:

    —1.25% on the first $500,000 we manage
    —0.75% between $500,000 and $1,000,000
    —0.65% between $1,000,000 and $3,000,000
    —0.45% between $3,000,000 and $10,000,000
    —0.25% on amounts above $10,000,000

    There’s no additional charge for the tax and estate planning advice we provide.

  • Foundry offers comprehensive financial planning.. We help clients with:

    —Retirement planning

    —Investment management

    —Tax planning

    —Estate planning

    —Insurance review

    —Cash flow planning

    And everything else needed to ensure you can retire without worry.

  • We do not have an asset minimum; however, we require an upfront planning fee of $5,000.00 for individuals with assets under $500,000.