ML
CFP
ML
CFP
Michelle Leichtner
9 Years of Experience
Lenexa, KS
1 Disclosure
Michelle Leichtner is a CFP-designated registered investment advisor at Buffalo Run Wealth Advisors LLC, based in Lenexa, KS, with 9 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Lenexa, KS
Get directionsHistory
Regulatory History (1)
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Financial
August 2019Final
Employment History
Current Registrations
Buffalo Run Wealth Advisors LLC
February 2026 - Present · 3 mos
Previous Registrations
Compound Planning, INC.
April 2025 - October 2025 · 6 mos
Tmf InvestmentsBroker
February 2021 - July 2024 · 3 yrs 5 mos
Motley Fool Wealth Management, LLC
December 2020 - April 2025 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2020 - November 2020 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2020 - November 2020 · 6 mos
Smart Money Group, LLC
August 2018 - April 2020 · 1 yr 8 mos
Calton & Associates, INC.Broker
July 2018 - April 2020 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2017 - July 2018 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2017 - July 2018 · 9 mos
Wedbush Morgan Securities INC.Broker
May 2003 - September 2004 · 1 yr 4 mos
State Registrations2 states
COKS
Advisor
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
No exam information available for this advisor.