Lesjak Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lesjak Planning provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm prepares written financial plans and offers two programmatic advisory options — a Premier Asset Management Program and an Annual Management Program — under which it develops allocation models across equities, fixed income and Treasury securities and recommends specific money managers and mutual funds.
The firm follows a long-term, buy-and-hold approach with diversified portfolios tailored to each client’s risk profile and investment objectives, and it offers both discretionary and non-discretionary management with periodic reviews (quarterly for Premier clients, annually for Annual Management clients). Lesjak states it acts in a fiduciary capacity, including when advising retirement accounts, and documents investment goals and procedures through Investment Policy Statements and regular reporting.
Noteworthy in its brochure is that newsletters and seminars are explicitly included as part of the firm’s advisory programs and client communications, and the firm uses allocation models and written materials to describe portfolio construction and results. The brochure also indicates the firm may present modeled or hypothetical performance in its materials; combined with Lesjak’s long operating history as a family-owned, independent advisory practice, this emphasizes a program-based service model with structured client communications that differs from many peers.
Client services
Expertise
Fee options
Annual Management Program fee of $500 annually, negotiable
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.50%
$150 per hour for financial planning services
Fee-only: Financial planning fees at $150 per hour, negotiable
Main office
1991 Crocker Road #575
Westlake OH 44145
Advisors at this office
5
Most active in
Florida · Ohio
Also doing business as
Lesjak Planning Corp · Lesjak Planning, 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.
Quick links
Advisors at this firm
Nathan G
CFP®
Westlake, OH
Lesjak Planning, LLC
Nathan Gist is a CFP® professional with 20 years of experience in financial advising. He has been with Lesjak Planning Corporation since 2002. Nathan works at Lesjak Planning, LLC, a family-owned registered investment adviser based in Westlake, OH. Lesjak Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, offering written financial planning and portfolio management through two advisory programs. The firm employs a long-term, buy-and-hold investment approach tailored to client risk profiles and provides routine portfolio reviews, client newsletters, and seminars.
David L
Series 63
Westlake, OH
Lesjak Planning, LLC
David Lesjak is a financial advisor at Lesjak Planning, LLC in Westlake, Ohio, with 27 years of industry experience. He holds a Series 63 designation and has a longstanding career, including over three decades as a Limited Partner at United Planners' Financial Services of America and 45 years with Lesjak Planning Corp. Lesjak Planning provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, buy-and-hold investment approach using diversified portfolios tailored to client risk profiles and objectives, offering both discretionary and non-discretionary management with regular reviews.
Michael L
Series 63
Westlake, OH
Lesjak Planning, LLC
Michael Lesjak is a financial advisor with Lesjak Planning, LLC, holding a Series 63 designation and 27 years of industry experience. He has been involved with United Planners' Financial Services of America A Limited Partner since 1989 and with Lesjak Planning Corp since 1987. Lesjak Planning provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, buy-and-hold investment approach using diversified portfolios tailored to client risk profiles and objectives, offering both discretionary and non-discretionary management with regular portfolio reviews.
Kevin L
CFP®
Westlake, OH
Lesjak Planning, LLC
Kevin Lesjak is a CFP® professional with seven years of industry experience. He has been with Lesjak Planning, LLC since 2012 and is based in Westlake, Ohio. Lesjak Planning, LLC is a family-owned registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers written financial planning and portfolio management through two advisory programs, using a long-term, buy-and-hold investment approach tailored to client risk profiles and a diversified allocation model.
Marc T
CFP®
Westlake, OH
Lesjak Planning, LLC
Marc Thomas is a CFP® professional with 23 years of industry experience. He has worked at Lesjak Financial Corp since 1999 and is currently part of the team at Lesjak Planning, LLC in Westlake, OH. Lesjak Planning is a family-owned registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm provides written financial planning and portfolio management through two advisory programs, using a long-term, buy-and-hold approach tailored to client risk profiles and employing diversified allocation models across various asset categories.
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