Advisor at LeBron Financial Services, 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
LeBron Financial Services, Inc.
Location
Congers, NY
Credentials
Series 63, Series 65
Industry experience
29 years
Maria Lebron is a financial advisor with LeBron Financial Services, Inc. in Congers, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Prudential Investment Management Services, LLC, where she worked for 18 years, as well as Empower Advisory Group, LLC and GWFS Equities, Inc. She is the sole advisor at her independent firm. LeBron Financial Services provides financial planning and portfolio management to individual clients, including high-net-worth individuals, and offers retirement plan advisory and education services to small and medium-sized businesses, non-profit organizations, and other entities. The firm employs an investment approach grounded in Modern Portfolio Theory, utilizing diversified asset allocation across mutual funds, ETFs, individual securities, and third-party managers, and delivers both discretionary and non-discretionary services tailored to client objectives.
Based on LeBron Financial Services, Inc.
Based on LeBron Financial Services, Inc.
Flat fee of $950 for educational seminars/workshops; Retirement plan consulting fees may be flat in certain cases.
$0 - $250,000: 1.00% $250,000 - $500,000: 0.85% $500,001 - $1,000,000: 0.70% $1,000,001 - $3,000,000: 0.55% $3,000,001+: 0.40%
Minimum hourly rate $300, calculated in 15-minute increments.
Fee-only: Financial planning fees range from $300 to $1000 for written comprehensive plans; annual planning fees range from $1,200 to $25,000 depending on complexity; hourly fees at minimum $300/hour in 15-minute increments; flat fee $950 for educational seminars/workshops (plus travel expenses outside 70-mile radius).
Congers, NY
New York
Empower Advisory Group
2023 - Present (3 years)
GWFS Equities, Inc.
2022 - Present (4 years)
Prudential Insurance Company Of America
2004 - 2022 (18 years)
Prudential Investment Management Services, LLC.
2004 - 2022 (18 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.
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.
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.
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