Lelah Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,038,850
Clients
17
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
17
LowAverage account size
$531,697
About
Lelah Financial provides financial planning and portfolio management to individuals, high-net-worth clients, and small businesses, with services that include retirement-plan advice, modular planning (e.g., divorce and education planning), and business consultation. The firm also advises on rollovers and employer-sponsored retirement plans and prepares written investment guidelines tailored to client objectives.
The firm follows a Core + Satellite investment approach that blends passive, low-cost indexed core holdings with selectively chosen active “satellite” positions, and relies on fundamental analysis to inform allocations. It acts as a fiduciary, manages accounts on discretionary and nondiscretionary bases, and emphasizes global diversification and tax-aware implementation where practical.
Compared with many independent advisers, Lelah Financial routinely works with corporate/business clients and provides retirement-plan guidance, offers complimentary educational seminars and workshops, and its principal is licensed to sell insurance products (including annuities and life/health coverage) — a dual role the firm discloses to clients. The adviser manages a relatively concentrated book of business (roughly $36 million in assets across a small number of client relationships), which the brochure presents as the basis for individualized, ongoing planning and review.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Newlywed/Engaged
Young Families
Career Changers
Fee options
Broad-based financial planning tiers: $2,288 total fee (with $500 upfront, $500 at plan delivery, and $99/month for 12 months) and $4,388 total fee (with $1,000 upfront, $1,000 at delivery, and $199/month for 12 months).
$100,000 - $499,999: 0.70% annually $500,000 - $1,499,999: 0.60% annually $1,500,000+: 0.50% annually
Insurance commissions received by licensed insurance agent on annuities, life, health, and long-term care products.
$250 per hour for modular financial planning services.
Monthly ongoing advisory fee of $99 or $199 for 12 months following delivery of financial plan, depending on tier.
Account minimum: $100,000 Fee-only: Modular financial planning services charged at $250 per hour, billed in 15-minute increments.
Main office location
Lelah Financial, LLC
300 Saunders Road, Suite 100
Riverwoods IL 60015, United States
Number of offices
1
Most active in
Lelah Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
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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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