L
Leither's Financial Planning, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
9
100% 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
9
Very LowAverage account size
$0
About
Leither's Financial Planning, Inc. is an independent advisory firm operated by a single advisor that reports nine clients and no regulatory assets under management on its Form ADV. The firm’s brochure indicates it offers advisory services such as portfolio management and financial planning for its client base.
The Form ADV describes the firm’s working approach as individualized planning and portfolio management with periodic account reviews and documented methods of analysis. It discloses standard advisory functions (advice, monitoring, and reviews) rather than relying on a large team or automated investment platforms.
What is distinctive is the firm’s client mix: Item 7 of the brochure indicates it does not serve individual (non‑high‑net‑worth) clients, which suggests a concentrated client base among high‑net‑worth individuals or non‑retail entities. Combined with a very small number of clients and zero reported AUM, the firm’s scale and client concentration are atypical compared with many independent solo advisers.
Client services
Financial planning
Portfolio management
Main office location
Leither's Financial Planning, Inc.
Blacklick OH, United States
Number of offices
1
Most active in
Leither's Financial Planning, Inc. has reported serving >5 clients in these states in the last 12 months.
Ohio
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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