L
Ledgerplus Financial Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,300,000
Clients
31
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
31
TypicalAverage account size
$138,710
About
Ledgerplus Financial Services LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients, preparing Investment Policy Statements and offering ongoing portfolio monitoring. Its advice covers equities, fixed income, ETFs and non-U.S. securities, and financial planning is offered on an hourly or project basis.
The firm uses a blend of analytical methods—including charting, fundamental analysis, modern portfolio theory, quantitative and technical analysis—and employs both long- and short-term trading approaches when advising clients. Ledgerplus does not maintain trading discretion or execute client trades on custodial accounts; clients retain trading authority and receive quarterly account reports from their custodians.
Compared with peers, the firm has an unusually high client load for a single-advisor practice (approximately 380 clients), which can affect how services are delivered. The principal also maintains accounting activities and may offer accounting-related advice or products to clients, a relationship the brochure discloses as a potential source of conflict of interest.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
$0 - $5,000,000: 1.10% $5,000,001 - $10,000,000: 0.85% $10,000,001+: 0.60%
$75 to $150 per hour
Main office location
Ledgerplus Financial Services LLC
Davie FL, United States
Number of offices
1
Most active in
Ledgerplus Financial Services LLC has reported serving >5 clients in these states in the last 12 months.
Florida
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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