Green Leaf Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,196,083
Total clients
9
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$132,898
About
Green Leaf Advisors LLC is a fee-only independent investment adviser that provides ongoing wealth management, discretionary portfolio management, and project-based financial planning primarily for individual clients. The firm also accepts pension and profit‑sharing plan clients and offers retirement plan services to plan sponsors and fiduciaries.
The firm’s investment process is centered on asset allocation and Modern Portfolio Theory, using a mix of passive and active funds, ETFs, and, when appropriate, third‑party outside managers or Betterment Advisor Solutions to implement client portfolios. Services include ongoing account supervision, one‑time financial plans addressing retirement, employee benefits optimization, business planning, and other tailored planning topics.
What is distinctive about this firm is the combination of a very small, newly formed solo practice with explicit retirement plan consulting and the ability to act as an ERISA 3(38) investment manager—services that are uncommon among independent advisers of this size. The firm also relies on Betterment’s adviser platform for custody and execution and discloses that its principal maintains a significant unrelated outside business activity, a factor prospective clients may consider when assessing capacity and availability.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Financial Planning fixed fees range from $500 to $5,000 depending on complexity and scope.
$0 - $500,000: 1.10% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001+: 0.70%
Fee-only: GLA is a fee-only firm, compensated solely by its clients for advisory services.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Green Leaf Advisors
3523 State Route 28 N66
New Bethlehem PA 16242, United States
Number of offices
2
Forms ADV
Quick links
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