Leonard Advisory Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$500/hr

“The negotiated hourly fee for these services is between $200 and $500.”

Flat or project fee

$500⁠-⁠$10,000

“The negotiated fixed rate for creating client financial plans is between $500 and $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Leonard Advisory Group LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Leonard AG bills based on the balance on the last day of the prior billing period.”
• “Clients may terminate the agreement without penalty for a full refund of Leonard AG 's fees within five business days of signing the Investment Advisory Contract.”

How Leonard Advisory Group LLC’s fees compare

• Its hourly rate of $200-$500 spans the Michigan median of $250. 78% of the 170 other Michigan planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Michigan median of $3,250. 67% of the 137 other Michigan planners that publish a flat or project fee charge less.

About Leonard Advisory Group LLC

• Firm size: 3 employees.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.59% a year

Clients

253

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$114,057,714

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

321165

Website

linkedin.com/company/leonard-advisory-group (opens in new tab)

Phone

(269) 588-1362

Can advise clients in 3 states: Michigan, Ohio, Pennsylvania

Other planners in Michigan that publish fees

• 320 Life Financial PlanningHolland$250/hr
• 46 and 2 Investment Advisors, LLCTraverse City$200/hr
• 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
• Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
• Advisory Advocates LLCGrand Rapids$250⁠-⁠$1,500

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