LESJAK PLANNING, LLC

RIASEC RegisteredEst. 1980

Total AUM

$396M

Discretionary

$389M

98% of AUM

Avg account

$1M

Accounts

381

Employees

Advisory reps

Firm details

Headquarters: WESTLAKE, Ohio
CRD number: 110090
Registered since: December 12, 1980
Website: lesjakplanning.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI65.91%
Individuals31.31%
Pension & Profit Sharing Plans2.02%
Charitable Organizations0.76%
Services: Financial PlanningPortfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Lesjak Planning, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 1980 and operates as a limited liability company. The firm serves primarily individual and family clients, offering comprehensive financial planning, portfolio management for individuals and small businesses, and periodic publications. Compensation is flexible, including percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Investment activity at Lesjak Planning centers on equity exposure. The adviser shows a clear preference for exchange-traded equities as the primary building block of client portfolios, supplemented by mutual funds and annuity solutions. The firm does not list itself as an active ESG investor and is not identified as a multi-state or pension consultant adviser. Custody and execution appear concentrated through Charles Schwab, which supports the firm’s operational model for managing discretionary portfolios.