Peter Belcastro is a CFP-designated registered investment advisor at Leonard Advisory Group LLC, based in Pittsburgh, PA, with 18 years of industry experience. Peter 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, High Net Worth, and 3 more. Their firm serves 174 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Leonard Advisory Group does not directly manage investments but directs clients to third-party investment advisors. They may direct clients to Morningstar Managed Portfolios or AE Wealth Management. The total fee, including Leonard AG's fee and the third-party advisor's fee, ranges from 1.50% to 1.65% of your portfolio, depending on the amount you invest. These fees are negotiable.
Location
8150 Perry Highway, Suite 315, Pittsburgh, PA, 15237
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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 →Employment History
Current Registrations
Leonard Advisory Group LLC
Previous Registrations
Bill Few Associates, INC.
Bill Few Securities, INC.Broker
PNC Investments
PNC InvestmentsBroker
Aig Financial Advisors, 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.