Leading Edge Financial Planning LLC

Leading Edge Financial Planning LLC serves individuals (including high‑net‑worth clients), trusts, estates and businesses by providing wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $360 million in client assets across roughly 457 clients and generally charges percentage‑of‑AUM fees.

Portfolios are constructed around strategic asset allocation and diversification, typically using low‑cost mutual funds and ETFs, with occasional use of individual stocks, bonds, CDs or annuities to meet specific needs and tax considerations. The firm offers comprehensive financial planning across retirement, tax, estate, insurance and cash‑flow matters, and can facilitate management of held‑away retirement participant accounts via a third‑party platform.

Noteworthy aspects include an eight‑office structure, which is uncommon for comparable team firms, and an affiliation with an accounting/tax preparation entity, creating potential referral conflicts though clients are not required to use those services. LEFP maintains institutional custody relationships (including Schwab and Interactive Brokers) and, in certain situations involving client login credentials, is deemed to have custody and undergoes the required regulatory surprise examinations.