LeClair Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LeClair Wealth Partners provides personalized financial planning and both discretionary and non‑discretionary investment advisory services to individuals (including high‑net‑worth clients), families, family offices, trusts, foundations and qualified retirement plans. The firm manages client assets through a firm-branded wrap fee program and non-wrap accounts, and it uses a digital platform (Zoe powered by Apex) to support reporting, rebalancing and other back‑office functions.
The firm describes a primarily fundamental, long‑term approach to portfolio construction while permitting shorter‑term trading when warranted, and it uses artificial‑intelligence tools to assist research while retaining final decision authority with firm personnel. LeClair invests across a broad set of instruments — mutual funds, ETFs, equities, fixed income, REITs, structured notes, private funds and derivatives — and discloses the use of margin borrowing, hedging and externally managed sleeves where appropriate.
Documents disclose several relationships and revenue sources that distinguish the firm from many peers: written solicitor/referral and endorsement arrangements (including agreements with Zoe and other third parties), participation in a private fund (BO Fund I) for which the firm receives carried interest, and affiliated insurance and broker‑dealer activities that can generate commission compensation. The brochure also highlights the firm’s use of the Zoe/Apex wrap‑style platform and includes specific disclosures about limited AI use and additional risks associated with derivatives, hedging and third‑party custodial arrangements.
Client services
Expertise
Occupation focus
Fee options
Flat fee option for investment management services offered once assets reach a certain level; financial planning fixed fees ranging from $5,000 to $250,000
$0 - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.00% $10,000,000 - $24,999,999: 0.75% $25,000,000 - $49,999,999: 0.50% $50,000,000 - $99,999,999: 0.35% $100,000,000+: 0.25%
Certain advisory persons earn commissions from selling insurance products and from broker dealer activities; these commissions are separate from advisory fees
Hourly financial planning and consulting fees up to $500 per hour
Fee-only: Financial planning and consulting services: fixed fees ranging from $5,000 to $250,000; hourly fees up to $500 per hour
Main office
See office6515 Longshore Loop, Suite 100
Dublin OH 43017
Advisors at this office
2
Offices (3)
Most active in
Florida · Michigan · New York · Ohio · Texas
Also doing business as
Leclair Wealth Partners · Leclair Wealth Partners 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
Steven L
CFP®, Series 66
Miami, FL
LeClair Wealth Partners
Steven Leclair is a CFP® with 23 years of experience in the financial services industry. He is currently with LeClair Wealth Partners in Miami, FL, and has previously worked at UBS Financial Services and Raymond James & Associates. LeClair Wealth Partners provides personalized financial planning and discretionary and non-discretionary investment advisory services to individuals, families, family offices, trusts, foundations, and qualified retirement plans. The firm employs a primarily fundamental, long-term portfolio construction approach, supported by AI tools, and invests across a broad range of instruments while offering both wrap fee and non-wrap account services.
Robert M
Series 65, Series 66
New York, NY
LeClair Wealth Partners
Robert Mazzocco is a financial advisor at LeClair Wealth Partners in New York, NY, holding Series 65 and Series 66 licenses. He has one year of industry experience and has held roles at GT Securities, LeClair Capital Partners, and Arch Cape Company, among others. LeClair Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, foundations, and qualified retirement plans. The firm employs a primarily fundamental, long-term approach to portfolio construction, complemented by shorter-term trading when appropriate, and integrates artificial intelligence tools to support research and back-office functions.
Lauren M
CFP®, Series 66
Dublin, OH
LeClair Wealth Partners
Lauren Matthiessen is a CFP® with 14 years of industry experience, currently serving as a financial advisor at LeClair Wealth Partners since 2024. She previously worked at Raymond James & Associates for five years and UBS Financial Services for eight years. Outside of her advisory role, she is an insurance agent involved in selling insurance and variable products. LeClair Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, trusts, foundations, and qualified retirement plans. The firm employs a primarily fundamental, long-term portfolio construction approach supported by artificial intelligence tools and offers a broad range of investment instruments through both wrap fee and non-wrap accounts.
Mitchell T
Series 63, Series 65
Dublin, OH
LeClair Wealth Partners
Mitchell Towne is a financial advisor at LeClair Wealth Partners with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Raymond James & Associates, LPL Financial, Bluestone Wealth Partners, and UBS Financial Services. LeClair Wealth Partners offers personalized financial planning and investment advisory services to individuals, families, trusts, foundations, and qualified retirement plans. The firm employs a primarily fundamental, long-term approach to portfolio construction, utilizing a digital platform and artificial intelligence tools to support research and back-office functions.
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