LeClair Wealth Partners

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Client assets under management

$362,766,683

Clients

152

53% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$2,386,623

About

LeClair Wealth Partners manages approximately $362,976,084 in client assets and provides personalized financial planning as well as discretionary and non‑discretionary investment management to individuals (including high‑net‑worth clients), families, family offices, trusts, foundations and qualified retirement plans. The firm delivers these services through both a firm‑branded wrap fee program and non‑wrap accounts, and may recommend or engage unaffiliated external managers for portions of client portfolios.

The firm’s investment process is client‑centered and tailored to each client’s objectives, relying primarily on fundamental analysis with investment research drawn from third‑party sources and limited artificial intelligence assistance while retaining human decision‑making. Portfolios are generally long‑term in orientation but can include shorter‑term trades and a broad opportunity set — mutual funds, ETFs, individual equities, fixed income, REITs, private/alternative investments, structured notes — and may use margin borrowing, derivatives and hedging strategies when suitable for a client.

Noteworthy aspects disclosed in the brochure include the firm’s participation in the Zoe/Apex digital platform (used for custody, reporting and automated or manual rebalancing) alongside its LeClair Wealth Partners wrap offering, and formal referral/endorsement arrangements with third parties such as Zoe. The firm also discloses that certain personnel engage in affiliated broker‑dealer and insurance activities and that it has specific policies and disclosures around the limited use of AI, leverage, derivatives and wrap program arrangements to address related conflicts and risks.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Flat fee option available for investment management once assets reach a certain level; financial planning fixed fees from $5,000 to $250,000

Percentage

$0 - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.00% $10,000,000 - $24,999,999: 0.75% $25,000,000 - $49,999,999: 0.50% $50,000,000 - $99,999,999: 0.35% $100,000,000+: 0.25%

Commissions

Certain personnel earn commissions for insurance products and investment banking transactions

Project-based

Hourly fees up to $500/hour for financial planning and consulting

Other

Fee-only: Fixed fees from $5,000 to $250,000 depending on complexity; hourly fees up to $500/hour

Main office location

LeClair Wealth Partners

6515 Longshore Loop, Suite 100

Dublin OH 43017, United States

Number of offices

Most active in

Florida · Michigan · New York · Ohio · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

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

Quick links

Website 888-277-5704

Advisors at this firm

Steven L

CFP®, Series 66

Miami, FL

LeClair Wealth Partners

Steven Leclair is a CFP® with 23 years of industry experience, currently serving as an advisor at LeClair Wealth Partners in Miami, FL. His prior experience includes roles at Raymond James & Associates, Inc. and UBS Financial Services Inc. He is also involved with several affiliated entities including LeClair HoldCo LLC and LeClair Capital Partners, LLC. LeClair Wealth Partners manages over $360 million in client assets and provides personalized financial planning and investment management to individuals, families, family offices, trusts, foundations, and qualified retirement plans. The firm employs a client-centered investment approach that relies on fundamental analysis and third-party research, offering a broad range of investment options and utilizing both discretionary and non-discretionary strategies.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired

Lauren M

CFP®, Series 66

Dublin, OH

LeClair Wealth Partners

Lauren Matthiessen is a CFP®-certified financial advisor with 13 years of industry experience. She currently works at LeClair Wealth Partners and previously held roles at Raymond James & Associates and UBS Financial Services. Outside of advising, she is involved in insurance sales, focusing on variable products. LeClair Wealth Partners manages over $360 million in client assets, providing personalized financial planning and investment management to individuals, families, trusts, foundations, and qualified retirement plans. The firm emphasizes a client-centered investment process that combines fundamental analysis with third-party research and limited AI assistance, offering a broad range of investment options tailored to client objectives.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired

Mitchell T

Series 63, Series 65

Dublin, OH

LeClair Wealth Partners

Mitchell Towne is a financial advisor at LeClair Wealth Partners with four years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Raymond James & Associates, LPL Financial, Lincoln Financial Advisors, and UBS Financial Services. LeClair Wealth Partners manages over $360 million in client assets, providing personalized financial planning and investment management to individuals, families, family offices, trusts, foundations, and qualified retirement plans. The firm uses a client-centered investment process focused on fundamental analysis and offers a broad range of investment strategies including long-term portfolios and alternative investments.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired

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