Lesjak Planning, LLC fees and pricing

Financial planner in Westlake, Ohio. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 27, 2026, Lesjak Planning, LLC charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

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

“The fee is negotiable and payable at the presentation of the financial plan.”
“Your fee is payable promptly and in full on a quarterly basis upon our invoice to you.”
“Your fee is payable promptly and in full upon our invoice to you.”

Its hourly rate of $150 is below the Ohio median of $250. 8% of the 219 other Ohio planners that publish an hourly rate charge less.
None of the 4 other planners in Westlake that publish an hourly rate charge less.

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: 1.25% a year
Clients: 376
Employees: 7
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and newsletters and publications
Assets managed: $396,000,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 110090
Website: linkedin.com/company/lesjak-planning-corporation (opens in new tab)
Phone: (440) 871-9500

Can advise clients in 2 states: Florida, Ohio

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.