Hannah Leone
Foundation Wealth Management · Clayton, Missouri
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.
Request an introduction to Hannah →
Facts
| 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 | CFP |
| SEC registration | Investment adviser representative in CA, MO, TX · CRD 6547838 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.fwmria.com |
How Hannah's firm compares
- Foundation Wealth Management's average account is about $372,000, from its Form ADV (assets managed divided by 1,778 accounts).
Request an introduction to Hannah
Tell Hannah a little about what you're looking for. Hannah isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Hannah
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Clayton
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.