A complete list of active advisors currently associated with Leading Edge Financial Planning LLC

Warmer can help you find a great advisor at Leading Edge Financial Planning LLC or one who fits your needs even better.

Leading Edge Financial Planning LLC serves individuals (including high‑net‑worth clients), trusts, estates and businesses, managing roughly $522 million across about 302 client relationships supported by a nine‑advisor team and ten offices. The firm offers wealth management and financial planning services, including discretionary portfolio management, retirement account advice, and the option to coordinate externally held assets through third‑party access platforms. LEFP’s investment approach emphasizes strategic asset allocation and diversified, primarily long‑term portfolios constructed with low‑cost mutual funds and ETFs, with selective use of individual bonds, stocks, annuities, and cash as needed. The firm conducts internal due diligence on managers, may employ unaffiliated independent managers for portions of portfolios (with oversight and a disclosed cap on total blended fees), and can integrate held‑away accounts on platforms whose costs it absorbs rather than passing them to clients. Distinctive elements in LEFP’s brochure include an affiliation with an accounting and tax‑preparation entity (Leading Edge Tax Planning LLC), which the firm discloses and may use for client referrals and coordinated tax work, and its multi‑office structure that is uncommon for peer team firms. The firm also discloses institutional relationships with major custodians, describes the economic benefits those relationships provide, and states it operates on a fee‑only basis rather than earning commissions.

To learn more about the advisors currently working at Leading Edge Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.