Andrew Leicht
Andrew Leicht is a CFP, ChFC-designated registered investment advisor at Leicht Financial Planning and Wealth Management, based in Parsippany, NJ, with 28 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 190 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $4.0M | 1.50% |
| $4.0M - $6.0M | 1.25% |
| $6M+ | 1.00% |
Fee rate is negotiable.
Fee Estimator
Location
900 Lanidex Plaza - Suite 110, Parsippany, NJ, 07054
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is the Chief Executive Officer and Chief Compliance Officer of Leicht Financial Planning and Wealth Management, Inc, dedicating full-time hours to this role. He also works as a non-variable insurance producer for LTCi Partners, selling long-term care insurance for minimal time.
Employment History
Current Registrations
Leicht Financial Planning and Wealth Management
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.