Leah Coleman is a CFP-designated registered investment advisor at Orchard Financial, based in Austin, TX, with 13 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, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 48 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.45% |
For clients engaged in Comprehensive Financial Planning service, there is a $6,000 annual minimum fee. Fees are negotiable at the advisor’s discretion.
Fee Estimator
Contact
Leah Coleman
Location
98 San Jacinto Blvd #400, Austin, TX, 78701
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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
Leah is the owner and CCO of Orchard Financial Group, LLC, a registered investment advisor, since 2018. This is a full-time position.
Employment History
Current Registrations
Orchard Financial
Previous Registrations
Origin Financial
Waterloo Capital Management
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
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
Additional Information
Starting Orchard Financial Group has been a dream of mine for many years. I wanted to create an advisory firm that I personally would feel comfortable using, somewhere that treated me like a person and not just an asset. Early in my career, I dedicated myself to financial literacy and proper education. I knew that with an extensive knowledge base and a wide range of experiences I would be best suited to educate and support my clients. This enthusiasm drove me to work for large corporations as well as a boutique wealth management firm. While engaged at these firms I learned about market fluctuations and how to properly plan for them. I’ve taken the wide range of my industry knowledge and utilized it in the formation of my own firm.One of our purposes at Orchard Financial is not only to offer our clients independence but also to incorporate freedom into our own lives as well. While at home in Austin, we enjoy the hustle and bustle of city life, but also love to get away and experience the unique nuances that new destinations have to offer.I’m excited to learn more about your unique financial position and share with you our knowledge and strategies. Together we will create a balance between your finances and your dreams.