Lisa Leatherman is a registered investment advisor at Wellfull, based in Chalfont, PA, with 25 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 801 clients with $870M 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 | 2.00% |
Fees generally range from 0.00% to 2.00% annually and are negotiable based on account size, complexity, and ongoing planning needs.
Fee Estimator
Location
1300 Horizon Drive, Suite 106, Chalfont, PA, 18914
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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
Lisa is the president of DunlapSLK, an accounting practice, since 2019. She works as an accountant, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Wellfull
Previous Registrations
Cetera Financial Specialists LLCBroker
New England SecuritiesBroker
Hochman & Baker Investment Advisory Services, INC.
Hochman & Baker Securities, INC.Broker
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.
Exams
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