Advisor at DeLeon Wealth LLC
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Firm
DeLeon Wealth LLC
Location
Kennewick, WA 99338
Credentials
Series 65
Industry experience
3 years
Konner De Leon is a financial advisor at DeLeon Wealth LLC with three years of industry experience. He holds a Series 65 designation and has prior experience at Brighton Jones and various roles connected to the University of Idaho. DeLeon Wealth serves individual investors with portfolio management, retirement-plan advisement, and financial planning, using a time-bucket allocation framework tailored to clients’ goals and risk tolerance. The firm manages a modest asset base and incorporates a range of investment vehicles, including private credit and socially conscious screens, with regular portfolio reviews.
Based on DeLeon Wealth LLC
Based on DeLeon Wealth LLC
Fixed fees for financial planning range from $5,000 to $10,000 depending on complexity.
$0 - $3,000,000: 0.95% annually (0.23% quarterly) $3,000,001 - $5,000,000: 0.85% annually (0.21% quarterly) $5,000,001 - $10,000,000: 0.75% annually (0.18% quarterly) $10,000,001 - $20,000,000: 0.50% annually (0.12% quarterly) $20,000,001+: 0.35% annually (0.08% quarterly)
Hourly rate for financial planning is $200/hour.
Account minimum: $250,000 Minimum fee: Minimum quarterly advisory fee of $1,250 or 1.25% on assets under $526,316; minimum fee can be waived at discretion. Fee-only: Portfolio management fees based on tiered schedule; fixed fees for financial planning $5,000 to $10,000; hourly fee $200/hour.
201 N Edison St., Suite 229
Kennewick, WA 99338
Idaho · North Carolina · Texas · Utah · Washington
DeLeon Wealth LLC
2024 - Present (2 years)
Brighton Jones
2022 - 2025 (3 years)
University of Idaho
2021 - 2022 (1 year)
DeLeon Insurance & Financial Services, LLC.
2021 - 2021 (1 year)
University of Idaho
2020 - 2021 (1 year)
Evergreen Agriculture Services
2020 - 2020 (1 year)
University of Idhao
2018 - 2020 (2 years)
Bob's Burgers and Brew
2017 - 2018 (1 year)
Kamiakin High School
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
Series 63, Series 65
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