TrueAdvisor
TrueAdvisor
LH
LH

Leah Hadley

Intentional Wealth Partners
19 Years of Experience
Cleveland, OH
View SEC Summary
View SEC Summary

Leah Hadley is a registered investment advisor at Intentional Wealth Partners, based in Cleveland, OH, with 19 years of industry experience. Leah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 152 clients with $60M in assets under management.

Intentional Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
152 clients
Average Client Portfolio
$396K average
Assets Under Management
$60.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $2.0M1.00%
$2.0M - $5.0M0.85%
$5M+0.85%

Fees are calculated as a straight tier on the entire balance. Fees are negotiable for accounts over $5,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7017 Pearl Rd, Suite 12, Cleveland, OH, 44130

Get directions

History

Regulatory History
Clean regulatory record

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

Leah is the President of Great Lakes Divorce Financial Solutions, LLC, a financial consulting firm for individuals going through a divorce and their attorneys, since 2016. She dedicates about half her time to this business.

Employment History
Current Registrations
Intentional Wealth Partners
February 2017 - Present · 9 yrs 8 mos
Previous Registrations
Longbow Securities, LLCBroker
January 2016 - November 2016 · 10 mos
Ameriprise Financial Services, INC.Broker
January 2015 - January 2016 · 1 yr
Ameriprise Financial Services, INC.
January 2015 - January 2016 · 1 yr
Edward Jones
July 2012 - January 2015 · 2 yrs 6 mos
Edward JonesBroker
July 2012 - January 2015 · 2 yrs 6 mos
Longbow Securities, LLCBroker
March 2011 - June 2012 · 1 yr 3 mos
Longbow Securities, LLCBroker
July 2008 - November 2010 · 2 yrs 4 mos
Ferris, Baker Watts Incorporated
May 2008 - July 2008 · 2 mos
Ferris, Baker Watts IncorporatedBroker
August 2006 - July 2008 · 1 yr 11 mos
State Registrations5 states
CAFLOHTXVA
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.
More Advisors
More financial advisors in Cleveland, OH →All financial advisors in Ohio →