Leonard Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,717,679
Total clients
45
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
45
Average account size
$149,282
About
Leonard Wealth Management is a small, independent advisory firm that serves individuals (including high‑net‑worth clients), corporations, charities, and pension and profit‑sharing plans, managing roughly $6.7 million for about 45 clients. The firm provides comprehensive financial planning, targeted financial consulting and estate‑settlement assistance, along with discretionary portfolio management.
The firm constructs individualized portfolios from a set of model portfolios and may exercise discretionary authority to implement asset allocation, tactical allocation, fundamental and technical analysis, and modern portfolio theory, rebalancing accounts as needed. It uses the Charles Schwab advisor platform and may recommend third‑party sub‑advisors available through that platform to manage portions of client assets.
Noteworthy features for a solo independent advisor include an affiliated insurance business whose commissions may be earned when insurance products are recommended, and an explicit pension‑consulting capability to advise retirement plans—both less common among peers. The firm also emphasizes fixed‑fee arrangements for planning and consulting (rather than exclusively hourly billing) and offers hands‑on estate‑settlement support for executors.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Social Security optimization
Elder care planning
Cash flow / budgeting
Fee options
Financial planning fees range from $0 to $3,500; financial consulting and estate settlement fees range from $399 to $10,000
1.50% annually
Main office location
Leonard Wealth Management, LLC
312 East Water Street
Lincolnton NC 28092, United States
Number of offices
1
Most active in
Leonard Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina
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:
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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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