Advisor at Blue Sky Capital Consultants Group, Inc.
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
Blue Sky Capital Consultants Group, Inc.
Location
Poway, CA 92064
Credentials
CFP®, Series 63, Series 65
Industry experience
15 years
Leilani Harwood is a CFP® professional at Blue Sky Capital Consultants Group, Inc. with 15 years of industry experience. She has held roles at multiple firms, including Independent Financial Group, LLC and Fortune Financial Services, Inc. Outside of financial advising, Harwood serves as a volunteer executive board member for the American Youth Soccer Organization in Aliso Viejo, overseeing local soccer programs. Blue Sky Capital Consultants Group, Inc. manages approximately $248 million for individuals, pension plans, charitable organizations, and corporations. The firm employs a discretionary portfolio management approach using various investment methods, including options and leveraged instruments, and offers tailored strategies that may include margin and derivatives.
Based on Blue Sky Capital Consultants Group, Inc.
Based on Blue Sky Capital Consultants Group, Inc.
Fixed fee of $3,600 for financial planning services, negotiable based on complexity and scope
$0 - $999,999.99: 1.00% annually $1,000,000 - $1,999,999.99: 0.89% annually $2,000,000 - $4,999,999.99: 0.77% annually $5,000,000+: 0.64% annually
Insurance commissions and brokerage commissions earned by affiliated registered representatives are separate and in addition to advisory fees.
$100 to $300 per hour for advisory consulting services
14259 Danielson St.
Poway, CA 92064
California
Blue Sky Capital Consultants Group, Inc.
2024 - Present (2 years)
Independent Financial Group, LLC
2024 - Present (2 years)
L.M. Harwood, Inc dba F.A.I.T.H. Driven Planning
2021 - 2024 (3 years)
Fortune Financial Services, Inc.
2019 - 2020 (1 year)
D.M. Brenner, Inc.
2019 - 2021 (2 years)
Capital Financial Consultants Group
2014 - 2019 (5 years)
Independent Financial Group, LLC
2012 - 2019 (7 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
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
Series 65
Poway, CA
Pearson, Frederick, Norman Jr.
ChFC®, Series 66
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CSJ Wealth Management, LLC
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Leedom Asset Management, Inc.
Series 65
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Engineering Financial Independence, Inc.
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