Patrick McLaughlin
Foundation Wealth Management · Clayton, Missouri
Patrick McLaughlin 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.
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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 6855199 |
| Exams passed | Series 63 (2017) · Series 66 (2021) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.fwmria.com |
How Patrick's firm compares
- Foundation Wealth Management's average account is about $372,000, from its Form ADV (assets managed divided by 1,778 accounts).
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Questions about Patrick
Is Patrick McLaughlin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick 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 Patrick charge for financial advice?
Patrick's firm, Foundation Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Patrick McLaughlin based?
Patrick McLaughlin is based in Clayton, Missouri.
What credentials does Patrick McLaughlin hold?
Patrick McLaughlin holds the CFP credential.
Is Patrick McLaughlin registered with the SEC?
Yes. Patrick McLaughlin is registered as an investment adviser representative in CA, MO and TX (CRD 6855199), 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 Patrick McLaughlin?
Through Patrick'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.
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