# Hannah Leone

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

Page: https://find.wellspent.co/advisors/hannah-leone/
Built from SEC adviser records; last checked October 30, 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:** CFP
- **CRD:** 6547838 (https://adviserinfo.sec.gov/individual/summary/6547838)
- **SEC registration:** Investment adviser representative in CA, MO, TX
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.fwmria.com/

## Frequently asked questions

### Is Hannah Leone a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Hannah holds no broker registration, and Foundation Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Hannah charge for financial advice?

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

### Where is Hannah Leone based?

Hannah Leone is based in Clayton, Missouri.

### What credentials does Hannah Leone hold?

Hannah Leone holds the CFP credential.

### Is Hannah Leone registered with the SEC?

Yes. Hannah Leone is registered as an investment adviser representative in CA, MO and TX (CRD 6547838), per SEC Investment Adviser Public Disclosure data as of October 29, 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 Hannah Leone?

Through Hannah's website, www.fwmria.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6547838): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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