Zachary Leedom
Zachary Leedom is a CFP-designated registered investment advisor at Wealthplan Investment Management LLC, based in Anaheim Hills, CA, with 9 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,145 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WealthPlan Investment Management provides investment management services for an annual fee that will not exceed 2.00% of the value of your portfolio. The specific fee schedule is negotiable and outlined in your agreement. Fees are generally billed quarterly in advance, based on the portfolio value at the end of the prior quarter. Clients also pay brokerage expenses and other investment-related fees.
Location
6200 East Canyon Rim Road, Suite 202A, Anaheim Hills, CA, 92807
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 ActivitiesSells Insurance
Zachary owns Freedom Wealth Planning LLC, a shell company, and dedicates minimal time to management and financial duties. He also works in fixed insurance sales and service as President and Insurance Agent, spending a few hours per week on sales, management, and supervision.
Employment History
Current Registrations
Wealthplan Investment Management LLC
Previous Registrations
Onedigital
Wealthsource®
Surepath Wealth Management
Libertas Wealth Management Group, INC.
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.