Greenleaf Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$175,087,404
Clients
122
Advisors
2
across 2 offices
About
Greenleaf Financial Group serves individuals and families and also provides advisory services to trusts, small businesses, and not-for-profit institutions. The firm offers fee-only financial planning and ongoing investment management, manages about $175.2 million in client assets, and generally requires a $500,000 aggregate account minimum while accepting new clients on a limited basis.
Investment decisions are guided by asset allocation and fundamental, long-term philosophies that seek both “offense” and “defense” positioning, and the firm typically manages client accounts on a discretionary basis with continuous monitoring and quarterly reporting. In addition to portfolio management, Greenleaf advises on retirement decisions and workplace-plan matters (including Social Security filing and withdrawal strategies) but does not provide tax or legal services.
The firm’s two principals maintain advanced professional credentials — including CFP certification and additional designations such as CFA and CFS — and Greenleaf enforces CFP Board and CFA Institute standards as part of its code of ethics. Distinctive operational practices include a requirement that principals’ and employees’ personal investment accounts be custodied at Fidelity for compliance review, a formal proxy‑voting process that references third‑party recommendations (for example, ProxyDemocracy and As You Sow), and a policy that the principals will not serve as trustees.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $500,000: 0.90% annually $500,001 - $1,000,000: 0.50% annually $1,000,001 - $2,000,000: 0.50% annually after two years (flat rate) $2,000,001 - $3,000,000: 0.45% annually after two years (flat rate) $3,000,001+: 0.40% annually after two years (flat rate)
Account minimum: $500,000 Minimum fee: Minimum annual fee of $4,500 for new clients Fee-only: Fee-only investment advisory practice; no commissions or other remuneration accepted
Main office
See office13295 Illinois St, Suite 322
Carmel IN 46032-3022
Advisors at this office
1
Offices (2)
Most active in
California · Indiana
Also doing business as
Greenleaf Financial Group · Greenleaf Financial Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Advisors at this firm
Jennifer H
CFP®, Series 65
Los Angeles, CA
Greenleaf Financial Group
Jennifer Hartman is a CFP® and Series 65-licensed financial advisor with 20 years of experience. She has been with Greenleaf Financial Group since 2006. Greenleaf Financial Group provides fee-only investment management and financial planning primarily for individuals and families, as well as trusts, small businesses, and not-for-profit institutions. The firm emphasizes asset allocation, long-term investment strategies, and regular portfolio monitoring, serving clients mostly on a discretionary basis with ongoing financial-planning support.
Kathleen H
CFP®, CFA®, Series 63
Carmel, IN
Greenleaf Financial Group
Kathleen Hartman is a CFP® and CFA® charterholder with 24 years of industry experience. She has been with Greenleaf Financial Group since 2006. Greenleaf Financial Group is a fee-only firm serving individuals, families, trusts, small businesses, and not-for-profit institutions. The firm emphasizes asset allocation and fundamental long-term investment strategies, managing approximately $156.2 million for about 118 clients.
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