user avatar

John Leonard

Advisor at John M. Leonard, LLC

Updated today
John M. Leonard, LLC logo

Firm

John M. Leonard, LLC

Location

Douglas, MI 49406-0278

Credentials

CFP®, Series 63

Industry experience

15 years

Fee options

Fixed

Fixed fees of $1,000 to $5,000 for comprehensive financial plans

Percentage

$0 - $250,000: 2.00% $250,001 - $1,000,000: 1.50% $1,000,001+: 1.00%

Project-based

$250 per hour for financial planning and consulting

Other

Account minimum: $250,000 Fee-only: Fees based on asset tiers: 2.00% up to $250k, 1.50% up to $1M, 1.00% above $1M

Work history

John M. Leonard, LLC

2005 - Present (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Scott E

Series 63, Series 65

Vero Beach, FL

Merrill

Scott Eccker is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career at Merrill in 1980, he has provided financial guidance to attorneys, physicians, business executives, and entrepreneurs. His expertise includes financial strategies, retirement income planning services, and liability management. Scott is also a specially qualified Portfolio Manager, managing personalized and defined investment strategies on a discretionary basis that may involve individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment solutions. Scott holds a Bachelor's degree with a concentration in Economics and Finance from the University of Michigan’s Stephen M. Ross School of Business. He carries the Personal Investment Advisor (PIA) designation. Over his career, he has developed long-term client relationships, some spanning more than three decades, and serves multiple generations of families. He was named to the 2023 Forbes “Best in State Wealth Management Teams” list as part of the Eccker Bujdos Andrews Group.

Retirement income strategy Income planning Wealth management Active portfolio management Umbrella liability Attorney Doctor or Medical Professional Executive Founder/Business Owner

Ross D

CFP®, Series 63, Series 66

Holland, MI

Edward Jones

Charitable giving tax strategies Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner

Michael C

Series 66

Holland, MI

Edward Jones

Wealth management ESG / Sustainable investing Founder/Business Owner Hispanic/Latino/Latinx LGBTQIA

Kyle W

Series 66

Holland, MI

Edward Jones

College savings (529s, UTMA, etc.) Wealth management ESG / Sustainable investing Retirement income strategy Founder/Business Owner

Justin L

Series 66

Holland, MI

Fidelity

Justin Leak is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this position, he collaborates closely with clients to develop personalized financial plans that align with their individual goals. His approach involves connecting with clients to understand their priorities, enabling him to provide tailored guidance, strategies, and education. Justin's experience in the financial industry includes roles as an Investment Consultant at Fidelity Investments in 2024, as well as positions at Cetera Investment Services from 2018 to 2024, where he worked as an Investment Executive and previously as a Sales Assistant. This progression reflects his growing expertise in investment consulting and financial planning. Outside of his professional work, Justin has interests in cars, cooking and baking, family activities, and music.

General retirement planning Income planning Wealth management Cash flow / budgeting

Mark R

CFP®, Series 63, Series 66

Holland, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Multi-generational wealth transfer Active portfolio management General retirement planning
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")