Leland Gross is a CFP-designated registered investment advisor at Peacelink Financial Planning, based in Virginia Beach, VA, with 10 years of industry experience. Leland operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 71 clients with $28M 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 $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. This schedule is for Investment Management Only. Wealth Scaler clients have a different fee schedule. XYIS sub-advisory fees are additional.
Fee Estimator
Contact
Leland Gross
Location
1213 Laskin Rd, Suite 107, Virginia Beach, VA, 23451
Get directionsHistory
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
Leland is a board member for Management Services International Incorporated (MSI), dedicating minimal time to overseeing the company's operations. He is also a member and tax preparer for PeaceLink Accounting, LLC, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Peacelink Financial Planning
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Registrations2 states
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.