A complete list of active advisors currently associated with Leither's Financial Planning, Inc.
Warmer can help you find a great advisor at Leither's Financial Planning, Inc. or one who fits your needs even better.
Leither's Financial Planning, Inc. is an independent advisory firm operated by a single advisor that reports nine clients and no regulatory assets under management on its Form ADV. The firm’s brochure indicates it offers advisory services such as portfolio management and financial planning for its client base. The Form ADV describes the firm’s working approach as individualized planning and portfolio management with periodic account reviews and documented methods of analysis. It discloses standard advisory functions (advice, monitoring, and reviews) rather than relying on a large team or automated investment platforms. What is distinctive is the firm’s client mix: Item 7 of the brochure indicates it does not serve individual (non‑high‑net‑worth) clients, which suggests a concentrated client base among high‑net‑worth individuals or non‑retail entities. Combined with a very small number of clients and zero reported AUM, the firm’s scale and client concentration are atypical compared with many independent solo advisers.
To learn more about the advisors currently working at Leither's Financial Planning, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Blacklick, OH
| 26
|
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