L
Lenet Financial Resources, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
10
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
10
LowAverage account size
$0
About
Lenet Financial Resources, LLC is an independent, single-advisor firm that maintains a very small client roster of roughly ten relationships. Its Form ADV brochure describes advisory services delivered in coordination with accounting activities rather than through traditional ongoing portfolio management for retail individual clients.
The brochure discloses an affiliation with an accounting firm, and the firm reports fee arrangements that do not rely on the common percentage-of-assets-under-management model, favoring other types of compensation disclosed in its fee section. This structure supports an advisory process that is frequently integrated with tax and accounting considerations rather than centered on discretionary individual portfolio oversight.
Compared with many independent peers, Lenet is notable for its accounting-firm affiliation and for explicitly not offering portfolio management to individual (non-HNW) retail clients, which suggests a client focus outside the typical mass-affluent market. The combination of a solo advisor, a very small client base, and accounting integration distinguishes its service model from more common independent advisory practices.
Client services
Financial planning
Fee options
Main office location
Lenet Financial Resources, LLC
N. Potomac MD, United States
Number of offices
0
Most active in
Lenet Financial Resources, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
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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