A complete list of active advisors currently associated with Lefleur Financial

Warmer can help you find a great advisor at Lefleur Financial or one who fits your needs even better.

Lefleur Financial works with individual (non‑high‑net‑worth) clients to provide portfolio management and related financial planning services. The firm reports approximately $23.2 million in assets under management across about 32 client relationships and generally charges fees expressed as a percentage of AUM. The brochure describes an investment practice focused on developing and managing individualized portfolios for individual clients, with ongoing monitoring and periodic reviews consistent with common independent advisor practices. Fee arrangements and portfolio management services align with what many independent firms disclose for retail clients. What distinguishes Lefleur Financial in its ADV is the disclosed affiliation with both a real estate broker and an accounting firm, relationships that are uncommon among peers. Those affiliations, combined with the firm’s relatively small scale, could allow for closer coordination on real‑estate matters and tax or accounting considerations than is typical for similarly structured advisors.

To learn more about the advisors currently working at Lefleur Financial, 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.