Lelah Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lelah Financial provides financial planning and portfolio management to individuals, high-net-worth clients, and small businesses, with services that include retirement-plan advice, modular planning (e.g., divorce and education planning), and business consultation. The firm also advises on rollovers and employer-sponsored retirement plans and prepares written investment guidelines tailored to client objectives.
The firm follows a Core + Satellite investment approach that blends passive, low-cost indexed core holdings with selectively chosen active “satellite” positions, and relies on fundamental analysis to inform allocations. It acts as a fiduciary, manages accounts on discretionary and nondiscretionary bases, and emphasizes global diversification and tax-aware implementation where practical.
Compared with many independent advisers, Lelah Financial routinely works with corporate/business clients and provides retirement-plan guidance, offers complimentary educational seminars and workshops, and its principal is licensed to sell insurance products (including annuities and life/health coverage) — a dual role the firm discloses to clients. The adviser manages a relatively concentrated book of business (roughly $36 million in assets across a small number of client relationships), which the brochure presents as the basis for individualized, ongoing planning and review.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Broad-based financial planning tiers: $2,288 total fee (with $500 upfront, $500 at plan delivery, and $99/month for 12 months) and $4,388 total fee (with $1,000 upfront, $1,000 at delivery, and $199/month for 12 months).
$100,000 - $499,999: 0.70% annually $500,000 - $1,499,999: 0.60% annually $1,500,000+: 0.50% annually
Insurance commissions received by licensed insurance agent on annuities, life, health, and long-term care products.
$250 per hour for modular financial planning services.
Monthly ongoing advisory fee of $99 or $199 for 12 months following delivery of financial plan, depending on tier.
Account minimum: $100,000 Fee-only: Modular financial planning services charged at $250 per hour, billed in 15-minute increments.
Main office
300 Saunders Road, Suite 100
Riverwoods IL 60015
Advisors at this office
1
Most active in
Illinois · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
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