Michelle Leisen is a CFP-designated registered investment advisor at Wealth Planning Group LLC, based in Minnetonka, MN, with 15 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 83 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee may be negotiable depending upon the amount of assets and client relationship. Fees for variable annuity and variable life management will not exceed 1.25% of assets under management.
Fee Estimator
Location
12800 Whitewater Drive, Suite 100, Minnetonka, MN, 55343
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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 Activities
Michelle is involved with Divorce Smart LLC as a Certified Divorce Financial Analyst, assisting clients through the divorce process. This takes about 10-20% of Michelle's time.
Employment History
Current Registrations
Wealth Planning Group LLC
Previous Registrations
Strategic Advisers, INC.
Strategic Advisers, INC.
State Registrations1 state
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.