Leverage Financial Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,297,366
Clients
46
11% 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
46
HighAverage account size
$376,030
About
Leverage Financial Advisory provides investment supervisory and management services, comprehensive financial planning, retirement plan consulting, and educational seminars and workshops to individuals, married couples, and business entities, with a particular focus on hospitality industry professionals and small business owners. While the firm delivers the portfolio management services common to independent advisors, it also works with pension and profit‑sharing plan clients and employer plan sponsors.
The firm employs a multi‑layered investment methodology that blends a "Core & Explore" strategic equity framework, tactical fixed‑income overlays, a concentrated Trend‑Growth‑Relative Strength (TGRS) equity strategy, and optional digital‑asset exposure for appropriately suited clients. For tactical and tax‑aware objectives, Leverage may use complex, derivative‑based ETFs and, in some separately managed accounts, implement borrowing and other derivative strategies, while designating buy‑and‑hold positions in taxable accounts to manage realized tax liabilities.
Compared with most single‑advisor independent firms, Leverage provides ERISA retirement‑plan consulting in both 3(21) and 3(38) capacities, manages held‑away retirement accounts via the Pontera platform, and offers educational workshops—services that are statistically uncommon for firms of its size. Its combination of hospitality‑sector specialization, pension consulting and profit‑sharing plan work, explicit use of derivatives and borrowing in SMAs, and inclusion of digital asset strategies distinguishes its service mix from typical solo advisory practices.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
ESG / Sustainable investing
Tax-loss harvesting
Occupation focus
Founder/Business Owner
Fee options
Fixed Subscription Fee: $1,200/year individual, $2,400/year joint households; Legacy fixed fees $2,500-$5,000 upfront (negotiated)
Less than $1 Million - $1 Million: 1.00% $1 Million - $2 Million: 0.75% Greater Than $2 Million+: 0.50%
$300 per hour, billed in 15-minute increments ($75 per 15 minutes)
Subscription Fee: $1,200/year individual, $2,400/year joint households, billed quarterly ($300 or $600 per quarter)
Fee-only: Fee-Only advisory firm; no commissions or referral fees
Main office location
Leverage Financial Advisory
10 Middlesex Avenue, Unit 1
Wilmington MA 01887, United States
Number of offices
1
Most active in
Leverage Financial Advisory has reported serving >5 clients in these states in the last 12 months.
Massachusetts
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 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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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
LinkedIn
Facebook
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Instagram
YouTube
Website
617-356-1852
Advisors at this firm
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