Michael H. Fogarty, CFP^®

The Foundry Financial Group, Inc.

67 Water St, Ste 101
Laconia, NH 03246-3300

(603) 528-5171 CONNECT WITH Michael

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Investment Management: .50% on first $5M of assets, .45% on next $5M of assets, .40% on assets over $10M Financial Planning: Fees range between $121/mo to $400/mo based on plan complexity, net worth, and estimated time required for service.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

The Foundry website

General

Michael Fogarty is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Foundry Financial Group, Inc. in Laconia, NH and the surrounding communities.

Financial Advisor Overview

The advisory team at Foundry Financial Group, Inc. provides private financial planning and investment management services to clients exclusively on a "fee-only" basis. The company serves a wide range of clients, including retirees and those within 10 years of retirement, business owners, diligent savers, and people working in academia. As fiduciaries, advisors at The Foundry do not receive commissions or outside compensation for their financial advice. They are paid only by advisory fees, and therefore have a fiduciary responsibility only to the client. The Foundry's mission is, through diligence, professionalism, and a unique client experience, to make a difference in their clients' and families' lives, and in the community at large. The Foundry's five core values are: - Professionalism - Flexibility - Teamwork - Optimism - Kindness

Financial Advisor Experience

Mr. Fogarty entered the financial services industry in 1991 in Boston, MA. He later joined his parents as an associate at The Foundry Financial Group, Inc., a Registered Investment Advisor in Laconia, NH. At The Foundry, Michael started by educating and enrolling 401(k) participants. He helped small businesses design and implement benefit plans for their employees, and assisted retiring employees as their needs shifted from wealth accumulation to income planning for life. In 2004, Mr. Fogarty became the president of The Foundry and spearheaded the company's transition to a 'fee-only' firm. Under his leadership, the company has grown to 6 advisors and 4 operations team members. In 2020, The Foundry opened a branch office in Durham, NH dedicated to the needs of academics and other employees of higher education. Today, Michael works closely with his advisory team to directly service private financial planning clients and business clients implementing retirement plans.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)

Broker-Dealer Disclaimer

Financial planning services offered through The Foundry Financial Group, Inc., a Registered Investment Advisor. Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. The Foundry and Cambridge are not affiliated.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Getting Married, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances