Lesjak Planning, LLC

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Client assets under management

$385,000,000

Clients

376

29% high-net worth

Advisors

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

High

Average account size

$1,023,936

About

Lesjak Planning provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm prepares written financial plans and offers two programmatic advisory options — a Premier Asset Management Program and an Annual Management Program — under which it develops allocation models across equities, fixed income and Treasury securities and recommends specific money managers and mutual funds.

The firm follows a long-term, buy-and-hold approach with diversified portfolios tailored to each client’s risk profile and investment objectives, and it offers both discretionary and non-discretionary management with periodic reviews (quarterly for Premier clients, annually for Annual Management clients). Lesjak states it acts in a fiduciary capacity, including when advising retirement accounts, and documents investment goals and procedures through Investment Policy Statements and regular reporting.

Noteworthy in its brochure is that newsletters and seminars are explicitly included as part of the firm’s advisory programs and client communications, and the firm uses allocation models and written materials to describe portfolio construction and results. The brochure also indicates the firm may present modeled or hypothetical performance in its materials; combined with Lesjak’s long operating history as a family-owned, independent advisory practice, this emphasizes a program-based service model with structured client communications that differs from many peers.

Client services

Financial planning Portfolio management Newsletters or periodicals

Expertise

Annuities

Fee options

Fixed

Annual Management Program fee of $500 annually, negotiable

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.50%

Project-based

$150 per hour for financial planning services

Other

Fee-only: Financial planning fees at $150 per hour, negotiable

Main office location

Lesjak Planning, LLC

1991 Crocker Rd, Suite 575

Westlake OH 44145, United States

Number of offices

Most active in

Florida · Ohio

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 440-871-9500

Advisors at this firm

Nathan G

CFP®

Westlake, OH

Lesjak Planning, LLC

Nathan Gist is a CFP® professional with 20 years of experience in financial advising. He has been with Lesjak Planning Corporation since 2002. Nathan works at Lesjak Planning, LLC, a family-owned registered investment adviser based in Westlake, OH. Lesjak Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, offering written financial planning and portfolio management through two advisory programs. The firm employs a long-term, buy-and-hold investment approach tailored to client risk profiles and provides routine portfolio reviews, client newsletters, and seminars.

Annuities

David L

Series 63

Westlake, OH

Lesjak Planning, LLC

David Lesjak is a financial advisor with Lesjak Planning, LLC in Westlake, Ohio, holding a Series 63 designation and bringing 26 years of industry experience. He has been associated with United Planners' Financial Services of America A Limited Partner since 1989 and has led Lesjak Planning Corp since 1981. Lesjak Planning is a family-owned registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm provides written financial planning and portfolio management through advisory programs that emphasize a long-term, buy-and-hold strategy tailored to client risk profiles, incorporating diversified asset allocations and regular portfolio reviews.

Annuities

Michael L

Series 63

Westlake, OH

Lesjak Planning, LLC

Michael Lesjak is a financial advisor with Lesjak Planning, LLC, holding a Series 63 designation and over 26 years of industry experience. He has been affiliated with United Planners' Financial Services of America A Limited Partner since 1989 and has operated Lesjak Planning Corp since 1987. Lesjak Planning is a family-owned registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm provides written financial planning and portfolio management through two advisory programs, employing a long-term, buy-and-hold strategy based on client risk profiles and diversified asset allocation.

Annuities

Kevin L

CFP®

Westlake, OH

Lesjak Planning, LLC

Kevin Lesjak is a CFP® professional with seven years of industry experience. He has been with Lesjak Planning, LLC since 2012 and is based in Westlake, Ohio. Lesjak Planning, LLC is a family-owned registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers written financial planning and portfolio management through two advisory programs, using a long-term, buy-and-hold investment approach tailored to client risk profiles and a diversified allocation model.

Annuities

Marc T

CFP®

Westlake, OH

Lesjak Planning, LLC

Marc Thomas is a CFP® professional with 23 years of industry experience. He has worked at Lesjak Financial Corp since 1999 and is currently part of the team at Lesjak Planning, LLC in Westlake, OH. Lesjak Planning is a family-owned registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm provides written financial planning and portfolio management through two advisory programs, using a long-term, buy-and-hold approach tailored to client risk profiles and employing diversified allocation models across various asset categories.

Annuities

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