Leonard Advisory Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Leonard Advisory Group provides ongoing portfolio management and financial planning to individuals, high‑net‑worth households, and business or corporate clients, and also accepts investment entity clients — a client type that is uncommon among comparable small advisers. The firm typically charges percentage‑of‑assets fees for ongoing portfolio management and creates a written Investment Policy Statement for each client to document goals, risk tolerance and constraints.
The firm’s investment process emphasizes long‑term trading guided by fundamental analysis and modern portfolio theory, with discretionary authority commonly requested for day‑to‑day trading and quarterly account reviews. Leonard AG also directs portions of client assets to third‑party investment platforms and managers (including custodial platforms noted in the brochure) and conducts due diligence and ongoing monitoring of those outside advisers.
Notable differences from many peers include an affiliation with an insurance business and supervised persons who are licensed insurance agents; the brochure discloses that these individuals may receive commissions for insurance sales and that the firm documents and discloses the resulting conflicts. The firm also recently transitioned to SEC registration, requires use of specified custodians for client accounts, and combines its advisory services with selection of third‑party manager platforms, which can result in clients paying both Leonard AG’s advisory fee and platform/manager fees.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning range between $500 and $10,000.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.95% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $4,000,000: 0.75% $4,000,001 - $8,000,000: 0.60% $8,000,001 - $12,000,000: 0.55% $12,000,001+: Negotiable
Insurance product sales provide commissions but commissions are not primary compensation; advisory fees charged in addition to commissions.
Hourly fee for financial planning ranges from $200 to $500.
Main office
See office720 State St
Saint Joseph MI 49085
Advisors at this office
1
Offices (2)
Most active in
Michigan
Also doing business as
Leonard Advisory Group LLC · Leonard Advisory 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Angela F
Series 63
Wexford, PA
Leonard Advisory Group LLC
Angela Ferrante is a financial advisor with Leonard Advisory Group LLC in Wexford, PA, holding a Series 63 license and 38 years of industry experience. She has held roles at Leonard Advisory Group since 2015 and serves as president of Laurel Highlands Risk Management, a risk management firm specializing in life, health, accident, long-term care, and annuities. In addition, she owns and operates a family farm, A.M. Cattle Company. Leonard Advisory Group provides portfolio management and financial planning services to individuals, high-net-worth households, and business clients, including investment entities. The firm emphasizes long-term trading based on fundamental analysis and modern portfolio theory, incorporates third-party investment platforms and managers, and maintains discretionary trading authority with quarterly reviews.
Peter B
CFP®, Series 63, Series 65
Wexford, PA
Leonard Advisory Group LLC
Peter Belcastro is a CFP® with 18 years of experience in the financial services industry. He has been with Leonard Advisory Group LLC since 2023 and previously worked at Bill Few Associates, Inc. from 2015 to 2023. Leonard Advisory Group provides portfolio management and financial planning services to individuals, high-net-worth households, business clients, and investment entities. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, and it also selects and monitors third-party investment platforms and managers on behalf of its clients.
Joshua L
Series 65
Saint Joseph, MI
Leonard Advisory Group LLC
Joshua Leonard is a financial advisor at Leonard Advisory Group LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Center Street Advisors and J. Leonard Financial Services. Leonard is also involved in marketing research related to insurance product tracking and presentation. Leonard Advisory Group provides portfolio management and financial planning services to individuals, high-net-worth households, business clients, and investment entities. The firm emphasizes long-term trading based on fundamental analysis and modern portfolio theory, often using discretionary authority and directing assets to third-party investment platforms while conducting ongoing due diligence.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)