Melissa Leonard is a CFP-designated registered investment advisor at Cairn Financial Planning, based in Bologna, with 7 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive Financial Planning: Flat fee ranging from $2,500 to $10,000 for a 12-month period. Includes development, implementation, and monitoring of a financial plan. Follow-up services and meetings are billed at $250/hour.
- Hourly Financial Planning: $250 per hour for project-based financial planning services to address specific questions or issues.
Location
Bologna
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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
Melissa works as a Paraplanner for Foundation Financial Planning, providing outsourced financial planning support to financial professionals. This investment-related activity takes about a quarter of Melissa's time.
Employment History
Current Registrations
Cairn Financial Planning
Previous Registrations
Blue Water Wealth
Facet Wealth, INC
Moss Adams Wealth Advisors LLC
Cornerstone Advisors INC
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.