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Leslie Schoenhofer

Mulholland Wealth Advisors, LLC
13 Years of Experience
Overland Park, KS
2 DisclosuresSells Insurance
View SEC Summary
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Leslie Schoenhofer is a registered investment advisor at Mulholland Wealth Advisors, LLC, based in Overland Park, KS, with 13 years of industry experience. Leslie 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 4 more. Their firm serves 78 clients with $610M in assets under management.

Mulholland Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
78 clients
Average Client Portfolio
$7.8M average
Assets Under Management
$611.7M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.45%

Fees are based on household account value and are negotiable at the firm's discretion. Management fee is inclusive of any sub-advisory fees but excludes custodial and overlay manager fees (typically 0.10% to 0.30%).

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

Location

7450 W. 130th St., Suite 215, Overland Park, KS, 66213

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2023
Pending
Employment Separation After Allegations
May 2023
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Leslie owns True Peace Financial Solutions, where she sells insurance products including fixed index annuities, fixed annuities, life insurance, and long-term care insurance, dedicating nearly full-time hours to this. She is also a board member of True Peace Marketing Inc, spending minimal time per week to help maintain daily processes.

Employment History
Current Registrations
Mulholland Wealth Advisors, LLC
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Alphastar Capital Management, LLC
May 2018 - June 2023 · 5 yrs 1 mo
Secure Investment Management, LLC
February 2014 - May 2018 · 4 yrs 3 mos
Client One Securities LLC
July 2013 - February 2014 · 7 mos
State Registrations7 states
ARFLIAKSMONETX
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.
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