What We Do

At Leetown Advisors, we take the time to get to know you and your goals, then use cutting edge technology and techniques to create, develop, and manage a personalized plan for you and your family in the following areas:

  • Cash Flow/Budgeting
  • Debt Management (Including Student Loans!)
  • Insurance/Risk Management
  • Investment Management
  • Retirement Planning
  • Tax Optimization
  • Estate Planning
  • Business Consulting
  • Document Storage (wills, insurance policies, etc)

Leetown offers three tiers of service (see table below) depending on the needs of the client. These services are tailored to fit your needs regardless of what stage of life you are in. Whether you are a recent college graduate in your 20s or a retiree in your 70s, we can meet your needs. Leetown functions as fiduciaries operating on a fee-only basis, which means we receive no compensation for product sales, and prides itself on transparency and objectivity. Clients are billed on their assets under management (AUM), with a minimum total fee. If clients do not have enough assets to meet this minimum, they may pay the remainder out of pocket.

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Service Hourly Consulting Financial Planning Wealth Management
Scope Narrow Comprehensive Comprehensive
Who People with specific, non-comprehensive needs Standard W2 employees or retirees with comprehensive needs Business owners and equity professionals with complex needs
Fees $200/hour $0-$500k: 1.5%
$500k+: 0.5%
($2,400 minimum annual fee)
$0-$500k: 1.5%
$500k+: 0.5%
($4,800 minimum annual fee)
Onboarding Fee n/a $600 $1,200