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Leverage Financial Advisory

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

Clients per advisor

46

High

Average 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

Fixed Subscription Fee: $1,200/year individual, $2,400/year joint households; Legacy fixed fees $2,500-$5,000 upfront (negotiated)

Percentage

Less than $1 Million - $1 Million: 1.00% $1 Million - $2 Million: 0.75% Greater Than $2 Million+: 0.50%

Project-based

$300 per hour, billed in 15-minute increments ($75 per 15 minutes)

Subscriptions

Subscription Fee: $1,200/year individual, $2,400/year joint households, billed quarterly ($300 or $600 per quarter)

Other

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

Massachusetts

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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