Advisor at Leading Edge Financial Planning 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
Leading Edge Financial Planning LLC
Location
Owensboro, KY
Credentials
CFP®
Industry experience
1 year
$0 - $250,000: 1.00% annually $250,001 - $1,000,000: 0.95% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001 - $3,000,000: 0.75% annually $3,000,001 - $5,000,000: 0.65% annually $5,000,001 - $7,000,000: 0.55% annually $7,000,001+: Negotiable
Account minimum: No minimum relationship size; however, LEFP generally requires a minimum fee of $2,400 to effectively implement its wealth management services. Minimum fee: $2,400 minimum fee to effectively implement wealth management services Fee-only: Fees based on assets under management as described in fee tiers; no commissions or other compensation received.
Leading Edge Financial Planning LLC
2023 - Present (3 years)
Baird
2021 - 2023 (2 years)
Align Wealth Management - Ameriprise Financial, Inc.
2021 - 2022 (1 year)
Western Kentucky University Alumni Association
2021 - 2021 (1 year)
Western Kentucky University
2019 - 2023 (4 years)
Ymca
2019 - 2019 (1 year)
Shammy's Auto Wash
2018 - 2018 (1 year)
Briarpatch Restaurant
2017 - 2017 (1 year)
Full-Time Student
2014 - 2019 (5 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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 66
Owensboro, KY
Edward Jones
ChFC®, Series 66
Rockport, IN
Edward Jones
CFP®, Series 66
Owensboro, KY
Edward Jones
Series 66
Owensboro, KY
Edward Jones
Series 65, Series 66
Owensboro, KY
Greenwell Capital Management, LLC
CFP®, Series 63
Owensboro, KY
Beacon Asset Management
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