Daniel Ladd
Foundation Wealth Management · Clayton, Missouri
Daniel Ladd is a fee-only financial advisor at Foundation Wealth Management in Clayton, Missouri, who holds the BA, BS and CFP credentials.
- $661M
- Firm assets managed
- $372,000
- Firm's average account
How does Daniel's firm compare?
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Foundation Wealth Management's average account is about $372,000, from its Form ADV (assets managed divided by 1,778 accounts).
Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Foundation Wealth Management |
|---|---|
| Based in | Clayton, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $660.6M across 1,778 accounts |
| Credentials | BA · BS · CFP · FPQP · MBA |
| SEC registration | Investment adviser representative in CA, MO, TX · CRD 6610411 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | fwmria.com |
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Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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