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Kyle James Fishler

Foundry Wealth Advisors, LLC

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About Kyle James Fishler

Kyle James Fishler is an investment advisor representative associated with Foundry Wealth Advisors, LLC. Kyle has been in the industry since March 2015. Kyle is registered with the state of Maryland. Kyle also holds a Series 65 license and is a Maryland Licensed Life, Health and Long Term Care Insurance Producer. Kyle specializes in providing financial planning, portfolio management for individuals, and selecting other advisors for clients.

Firm Information

Kyle Fishler is currently registered with Foundry Wealth Advisors, LLC. Foundry Wealth Advisors, LLC is an investment advisor registered with the SEC and based in Baltimore, Maryland. The firm provides financial planning and portfolio management for individuals and families. Foundry Wealth Advisors manages approximately $124,916,551 in assets for 285 clients, primarily high-net-worth individuals and individuals other than high-net-worth. The firm also offers selection of other advisors as an advisory service.
Foundry Wealth Advisors, LLC

921 E. FORT AVENUE

BALTIMORE, MD 21230

$124.92M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kyle Fishler’s Registration & Firm History

MD

07/24/2020 - Present

Foundry Wealth Advisors, LLC (BALTIMORE MD)

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Licenses & Designations

IA

Issued 12/22/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle James Fishler.
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