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John Frechette, portrait

John Frechette

Investment adviser representative at Foundry Financial in Davidson, NC

Investment adviser registrationUpdated

John Frechette is an investment adviser representative at Foundry Financial LLC, an investment adviser managing $233M, and works from its Davidson, NC office. John Frechette has been registered through Foundry Financial since 28 October 2025 and has 0 years in the industry across 1 firm.

0
Years in industry
0
Years at firm
1
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

John Frechette has been an investment adviser representative at Foundry Financial since October 2025, and is not listed among the firm’s executive officers or direct owners. John Frechette holds a B.A. in Accounting from Liberty University.

Foundry Financial LLC is a Pasadena, CA firm with $233M under management, 184 clients and 10 advisers across 11 offices, as of its September 2026 filing.

John Frechette is a Financial Planner at Foundry Financial. He helps individuals and families who are coming into wealth or retiring, with a background in both tax and financial planning. His areas of focus include tax planning, charitable giving strategies, retirement planning, income planning and Roth conversion analysis.

  1. – present · under a year
    Davidson, NC · Adviser representative · Firm CRD 300122

Credentials and registrations

Professional designations

Listed by Foundry Financial

  • CPA
  • CFP®

Investment adviser representative registrations

John Frechette is registered as an investment adviser representative in 2 states. The first approvals date from October 2025; the most recent is North Carolina, in November 2025.

  • North CarolinaSince 4 November 2025
  • TexasSince 28 October 2025

Examinations

No examinations are on John Frechette’s record.

Key facts

Full name
John Gilbert Frechette
CRD
8175678
Firm
Foundry Financial · CRD 300122
Office
442 S Main St, #02, Davidson, NC 28036
Registration
Investment adviser registration
In the industry since
October 2025
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does John Frechette work?

John Frechette is an investment adviser representative registered through Foundry Financial LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is John Frechette a financial advisor?

Yes. John Frechette has a current investment-adviser registration in North Carolina and Texas, through Foundry Financial since October 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does John Frechette have?

John Frechette has 0 years in the financial industry, since October 2025, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

Where is John Frechette based?

John Frechette’s registered office is in Davidson, NC.

Source: IAPD individual record, checked 22 October 2026

Is John Frechette registered with FINRA?

No. John Frechette has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is John Frechette a CFP?

Foundry Financial lists John Frechette with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.

Source: John Frechette, CPA, CFP® biography, foundryfinancial.org

How can I verify John Frechette’s record?

Search CRD 8175678 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Frechette’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Foundry Financial

Sources

  1. IAPD individual record, CRD 8175678, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Foundry Financial LLC, filed 29 September 2026. Executive officers and direct owners; this person is not among them.
  3. Foundry Financial team page. Biography, education, credentials, awards and the portrait, reproduced for identification.