Leonard Advisory Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$95,718,193
Total clients
230
13% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
77
Average account size
$416,166
About
Leonard Advisory Group offers ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, and business entities, delivering tailored Investment Policy Statements and regular portfolio monitoring. The firm manages approximately $95.7 million in client assets through a small advisory team and also arranges for portions of client portfolios to be managed by third‑party advisers.
The firm’s investment process blends fundamental analysis and modern portfolio theory with a long‑term trading orientation, and it generally seeks discretionary authority to implement asset allocation and security selection in accordance with each client’s objectives. Leonard Advisory Group uses model allocations and a limited universe of investments—equities, fixed income, ETFs, and insurance products—and conducts due diligence when directing clients to managed solutions such as Morningstar Managed Portfolios and AE Wealth.
A noteworthy aspect of the practice is that a supervised person is a licensed insurance agent who offers and receives commissions on insurance and annuity products; the brochure discloses this conflict and describes procedures to document and disclose such recommendations. The firm also requires use of selected custodians (including Schwab, Fidelity, AssetMark, and Altruist) and may receive a share of third‑party manager fees when clients are placed on those platforms.
Client services
Expertise
Fee options
Financial planning fixed fees between $500 and $10,000
$0 - $500,000: 1.10% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.10% $2,000,000+: 1.10%
Insurance sales commissions (not primary compensation)
Financial planning hourly fees between $200 and $500
Fee-only: Financial Planning: fixed fees $500 to $10,000; hourly fees $200 to $500 per hour
Main office location
Leonard Advisory Group LLC
720 State St
Saint Joseph MI 49085, United States
Number of offices
2
Most active in
Michigan · Ohio · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
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