HW
CFP
HW
CFP

Hannah Wardenburg

5 Years of Experience
Lake Saint Louis, MO

Hannah Wardenburg is a CFP-designated registered investment advisor at The Wealth Collaborative, based in Lake Saint Louis, MO, with 5 years of industry experience. Hannah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$403K

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Lake Saint Louis, MO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
The Wealth Collaborative
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Hightower Securities, LLCBroker
November 2021 - December 2023 · 2 yrs 1 mo
Hightower Advisors, LLC
November 2021 - December 2023 · 2 yrs 1 mo
Edward Jones
May 2019 - March 2021 · 1 yr 10 mos
Edward JonesBroker
April 2019 - March 2021 · 1 yr 11 mos
State Registrations2 states
CAMO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.