Advisor at Supreme Alliance LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Supreme Alliance LLC
Location
Plymouth, MA
Credentials
Series 63, Series 65
Industry experience
5 years
Cathie Leonard is a financial advisor at Supreme Alliance LLC with five years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Supreme Alliance since 2019. In addition to her advisory role, she is a self-employed clinical psychologist and an author who writes articles, blogs, and books. She also works as a business consultant and keynote speaker. Supreme Alliance LLC provides investment advisory and consulting services to a diverse client base including retail individuals, pension and profit-sharing plans, corporations, charitable organizations, and public entities. The firm offers discretionary managed account programs, third-party advisor access, financial and actuarial consulting, and insurance services, often implementing client strategies through discretionary asset management and referrals to third-party managers.
Based on Supreme Alliance LLC
Based on Supreme Alliance LLC
Flat fees range from $500 to $5,000 per plan
Insurance commissions separate from advisory fees; fees shared from third-party investment advisor referral fees
Hourly fees may not exceed $500 per hour
Account minimum: $25,000 Fee-only: Hourly fees up to $500 per hour; Fixed/Flat fees $500 to $5,000 per plan; Consulting fees up to 3% of assets under management (negotiable)
Plymouth, MA
Massachusetts
Supreme Alliance LLC
2019 - Present (7 years)
Cathie Leonard Psy.D
1985 - Present (41 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65, Series 66
Pembroke, MA
Full Life Financial Planning
Series 65
Duxbury, MA
Wealth Management Planning
CFP®, Series 63, Series 65, Series 66
Halifax, MA
KSQ Financial Services LLC
Series 63, Series 65
Plymouth, MA
Trilogy Advisors
CFP®, Series 63, Series 65
Pembroke, MA
Laguna Investment Services
CFA®, Series 63
Plymouth, MA
Client Priority Financial Advisors LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")