Hannah Wardenburg
The Wealth Collaborative · Lake Saint Louis, Missouri
Hannah Wardenburg is a fee-only financial advisor at The Wealth Collaborative in Lake Saint Louis, Missouri, who holds the CFP credential. The Wealth Collaborative reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Hannah →
Who they serve
- Founders
Facts
| Firm | The Wealth Collaborative |
|---|---|
| Based in | Lake Saint Louis, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.4M across 64 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, MO · CRD 6941375 |
| Exams passed | Series 66 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | thewealthcollaborative.co |
How Hannah's firm compares
- The Wealth Collaborative's average account is about $22,000, from its Form ADV (assets managed divided by 64 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 Wardenburg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Hannah holds no broker registration, and The Wealth Collaborative 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, The Wealth Collaborative, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Hannah Wardenburg based?
Hannah Wardenburg is based in Lake Saint Louis, Missouri.
What credentials does Hannah Wardenburg hold?
Hannah Wardenburg holds the CFP credential.
Is Hannah Wardenburg registered with the SEC?
Yes. Hannah Wardenburg is registered as an investment adviser representative in CA and MO (CRD 6941375), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Wealth Collaborative manage?
The Wealth Collaborative reports $1.4M across 64 accounts in assets under management.
How do I contact Hannah Wardenburg?
Through Hannah's website, thewealthcollaborative.co.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- The Wealth Collaborative website : specialties, clients served, and fees, checked October 30, 2026
- 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.