Lease Investment Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
5
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$0
About
Lease Investment Advisors (doing business as Whitestone Investment Planning LLC) provides ongoing investment management and comprehensive financial planning to individuals, families, trusts, and small businesses, and assists employers with establishing and managing 401(k) and other retirement plans. As of March 2026 the firm reports approximately $1,000,000 in discretionary assets across five clients and offers portfolio management and planning services to support clients’ goals.
The firm’s investment approach blends fundamental security analysis with diversified, cost-conscious implementation, employing low-cost index funds alongside selectively chosen individual securities, strategic asset allocation, and periodic rebalancing informed by modern portfolio theory. It typically manages accounts on a discretionary basis, aligns allocations with clients’ risk tolerances and time horizons, and incorporates tax-efficient strategies and dollar-cost averaging for regular contributions.
What distinguishes the firm from many independent peers is its explicit support for small-business retirement plans and plan-level advisory duties—services that can involve pooled-account or institutional-level responsibilities that are uncommon among solo independent advisers. The firm is newly formed and operates at a small, boutique scale, offering tiered planning services and the ability to transition planning engagements into ongoing investment management.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
$0 - $100,000: 1.25% annually $100,000 - $250,000: 1.00% annually $250,000 - $500,000: 0.75% annually $500,000+: 0.50% annually
Fee-only: Financial planning fees: Basic $500-$1,000; Standard $1,500-$2,500; Complex $3,000-$5,000 (tiered flat fees)
Main office location
Lease Investment Advisors
509 Main St, Building B
Toms River NJ 08753, United States
Number of offices
1
Most active in
Lease Investment Advisors has reported serving >5 clients in these states in the last 12 months.
New Jersey
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.
Forms ADV
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