Foundation Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$587,005,177
Clients
351
Advisors
4
of 6 employees
About
Foundation Wealth Management, LLC provides investment management, financial planning and consulting, and retirement-plan advisory services to individuals (including high‑net‑worth clients), businesses and non‑profit sponsors. The firm also advises trustees and investment committees and delivers ongoing monitoring and investment advice for participant‑directed retirement plans and 401(k) participants whose assets are held at third‑party service providers.
FWM implements portfolios primarily using mutual funds and exchange‑traded funds within a Modern Portfolio Theory framework, supplemented by individual debt and equity securities, options and, when appropriate, independent investment managers. The firm maintains a preferred funds list, conducts periodic portfolio reviews and typically recommends Fidelity as the custodian and execution venue to support trading, reporting and operational needs.
The brochure highlights a couple of features that are less common among similar team advisers: FWM lists state or municipal government entities among its clients and discloses an affiliation with a law firm, both of which can affect the firm’s institutional plan work. The firm also manages a sizable asset base (over $660 million) with a compact adviser team and serves as a 3(21) investment fiduciary for plan trustees and committees, which informs how it engages with institutional sponsors and participant accounts.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.00% $2,000,000 - $3,000,000: 0.75% $3,000,000+: 0.50%
Account minimum: $1,000,000 Minimum fee: $10,000 minimum annual advisory fee Fee-only: Negotiable fixed fees for financial planning/consulting services
Main office
168 N. Meramec Ave, Suite 100
Clayton MO 63105
Advisors at this office
4
Most active in
Arizona · California · Florida · Georgia · Illinois · Louisiana · Missouri · North Carolina · Texas
Also doing business as
Fiduciary Wealth Management, LLC · Fiduciary Wealth Managenent, LLC · Foundation Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Pamela H
CFP®, Series 63
Clayton, MO
Foundation Wealth Management, LLC
Pamela Hardin is a CFP® with 23 years of experience in the financial advisory industry. She has been with Foundation Wealth Management, LLC since 2003. Foundation Wealth Management, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, businesses, non-profit sponsors, and institutional clients. The firm uses a Modern Portfolio Theory framework primarily through mutual funds and ETFs and serves as a 3(21) fiduciary for plan trustees and committees.
Hannah L
CFP®
Clayton, MO
Foundation Wealth Management, LLC
Hannah Leone is a CFP® professional with 10 years of industry experience. She has been with Foundation Wealth Management, LLC since 2011. Foundation Wealth Management, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, businesses, non-profits, trustees, and investment committees. The firm uses a Modern Portfolio Theory framework and serves a diverse client base, including state and municipal government entities, managing over $660 million with a compact team of four advisors.
Patrick M
CFP®, Series 63, Series 66
Clayton, MO
Foundation Wealth Management, LLC
Patrick Mclaughlin is a CFP®-certified financial advisor with eight years of industry experience. He currently works at Foundation Wealth Management, LLC and has previously held roles at Raymond James & Associates, Schwab Private Client Advisory, Charles Schwab & Co., and TD Ameritrade. Foundation Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, and government entities. The firm uses a Modern Portfolio Theory approach and manages approximately $593 million across a four-advisor team.
Daniel L
CFP®
Clayton, MO
Foundation Wealth Management, LLC
Daniel Ladd is a CFP® professional with 10 years of experience in financial advising, currently serving at Foundation Wealth Management, LLC since 2013. He is based in Clayton, MO and is part of a four-advisor team. Foundation Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, and government entities. The firm utilizes a Modern Portfolio Theory framework, managing approximately $593 million with a focus on mutual funds, ETFs, individual securities, and independent managers.
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