Leicht Financial Planning and Wealth Management's Form ADV discloses 2.00% on the first $2 million, 1.50% on the next $2 million, 1.25% on the next $2 million, and 1.00% on assets above $6 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #171967), Leicht Financial Planning and Wealth Management is subject to fiduciary duty under federal law.
Leicht Financial Planning and Wealth Management is headquartered in PARSIPPANY, NJ.
Leicht Financial Planning and Wealth Management serves 85 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, Leicht Financial Planning and Wealth Management offers financial planning and portfolio management for individuals. View all service details ↓
Leicht Financial Planning and Wealth Management manages $237 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, Leicht Financial Planning and Wealth Management serves high-net-worth individuals. View client details ↓