Sarah Anderson, CFP^®

Wealth Management Advisor

The Foundry Financial Group

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

FINANCIAL ADVISOR'S WEBSITE

https://www.foundryadvisors.com/

(603) 528-5171 CONNECT WITH Sarah

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 $150/mo to $667/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 Financial Group

General

Sarah Anderson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Foundry Financial Group 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.

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

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. Cambridge and The Foundry are not affiliated.