Advisor at Meritum Wealth Management 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
Meritum Wealth Management LLC
Location
Dublin, OH
Credentials
CFP®, Series 66
Industry experience
12 years
Leo Renner is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Meritum Wealth Management LLC. His prior experience includes roles at The Zois Group LLC, Capital Analysts, Lincoln Investment, and Lincoln Financial Group, among others. He is also a licensed agent offering Medicare Advantage and Supplement products. Meritum Wealth Management LLC provides portfolio management, pension and 401(k) consulting, and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a range of analytical methods and investment strategies, offers both discretionary and non-discretionary management, and prepares written Investment Policy Statements tailored to client risk tolerance and objectives.
Based on Meritum Wealth Management LLC
Fixed fees for financial planning between $100 and $1,500
$0 - $1 million: 0.95% $1 million - $2 million: 0.80% $2 million+: 0.65%
$250-$350 per hour for individuals; minimum $500 per hour for institutional clients
Fee-only: Financial planning fixed fees between $100 and $1,500; hourly fees $250-$350 per hour for individuals, minimum $500 per hour for institutional clients
Dublin, OH
Ohio
The Zois Group LLC
2024 - Present (2 years)
Meritum Wealth Management LLC
2024 - Present (2 years)
Capital Analysts
2023 - Present (3 years)
Lincoln Investment
2023 - Present (3 years)
Lincoln Financial Group
2021 - 2023 (2 years)
The Prudential Insurance Company of America
2018 - 2021 (3 years)
Pruco Securities, LLC
2018 - 2021 (3 years)
MML Investors Services
2017 - 2018 (1 year)
Mass Mutual Life Insurance Company
2017 - 2018 (1 year)
Eagle Strategies (NY Life)
2015 - 2017 (2 years)
New York LIfe
2014 - 2017 (3 years)
NYLife Securities Llc
2014 - 2017 (3 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
ClearMind Capital
I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.
Series 66
Columbus, OH
Thomas Everett Investments, LLC
Series 65
Columbus, OH
DBA, Cornerstone Investment Counsel
CFP®, Series 66
Dublin, OH
Ferraro Wealth Management, LLC
Series 65
Columbus, OH
Steele Investment Counsel, Ltd.
CFP®, Series 63, Series 65
Worthington, OH
Tricord Wealth Advisors
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")