# Daniel Ladd

> Daniel Ladd is a fee-only financial advisor at Foundation Wealth Management in Clayton, Missouri, who holds the BA, BS and CFP credentials. Foundation Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-ladd/
Built from public directory listings; last checked October 27, 2026.

## Facts

- **Firm:** Foundation Wealth Management
- **Based in:** Clayton, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $660.6M across 1,778 accounts
- **Credentials:** BA, BS, CFP, FPQP, MBA
- **CRD:** 6610411 (https://adviserinfo.sec.gov/individual/summary/6610411)
- **SEC registration:** Investment adviser representative in CA, MO, TX
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://fwmria.com

## Frequently asked questions

### Is Daniel Ladd a fee-only financial advisor?

Yes. Daniel Ladd is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Daniel's firm.

### How does Daniel Ladd charge for financial advice?

Daniel's firm, Foundation Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Daniel Ladd based?

Daniel Ladd is based in Clayton, Missouri.

### What credentials does Daniel Ladd hold?

Daniel Ladd holds the BA, BS, CFP, FPQP and MBA credentials.

### Is Daniel Ladd registered with the SEC?

Yes. Daniel Ladd is registered as an investment adviser representative in CA, MO and TX (CRD 6610411), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Foundation Wealth Management manage?

Foundation Wealth Management reports $660.6M across 1,778 accounts in assets under management.

### How do I contact Daniel Ladd?

Through Daniel Ladd's website, fwmria.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38153): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.