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Leading Edge Financial Planning LLC

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Total assets under management

$360,175,782

Total clients

457

20% high-net worth

Total advisors

7

of 13 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

65

Average account size

$788,131

Client services

Financial planning Portfolio management

Fee options

Percentage

$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

Other

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.

Disclosures

More info

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

Main office location

Leading Edge Financial Planning LLC

6921 Office Park Circle

Knoxville TN 37909, United States

Number of offices

8

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 865-240-2292

Advisors at this firm

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Brenda H

CFP®

Lynchburg, VA

Leading Edge Financial Planning LLC
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Nolan C

CFP®

Knoxville, TN

Leading Edge Financial Planning LLC
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Andrew C

CFA®, Series 65

Carlsbad, CA

Leading Edge Financial Planning LLC
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Zack P

CFP®, Series 65

Knoxville, TN

Leading Edge Financial Planning LLC
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Kevin G

CFP®

Knoxville, TN

Leading Edge Financial Planning LLC
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Charles M

CFP®, Series 66

Knoxville, TN

Leading Edge Financial Planning LLC
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Jonathan S

Series 65

Raleigh, NC

Leading Edge Financial Planning LLC
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Jason R

CFP®, Series 66

Knoxville, TN

Leading Edge Financial Planning LLC
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Mark C

Series 65

Asheville, NC

Leading Edge Financial Planning LLC
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