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WL
CFP
WL
CFP

William Leeb

Financial Council, LLC
45 Years of Experience
Towson, MD
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

William Leeb is a CFP-designated registered investment advisor at Financial Council, LLC, based in Towson, MD, with 45 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 649 clients with $1.3B in assets under management.

Financial Council, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
649 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$1.3B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $7.5M0.50%
$7.5M - $50.0M0.25%
$50M+0.25%

Fees negotiable for amounts over $50,000,000.

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

Location

100 West Road, Suite 500, Towson, MD, 21204

Get directions

History

Regulatory History (3)
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
March 2005
Denied
Customer Dispute
October 1993
Award / Judgment
Customer Dispute
December 1992
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

William sells fixed insurance products since 2008, dedicating minimal time to this activity. He is also an IAR of RIA Financial Council LLC, spending about half his time providing asset management services, and co-owns Financial Council, LLC, dedicating full-time hours to securities, advisory, and insurance business.

Employment History
Current Registrations
Financial Council, LLC
September 2026 - Present · 1 mo
Commonwealth Financial Network
April 2009 - Present · 17 yrs 6 mos
Commonwealth Financial Network
April 2009 - Present · 17 yrs 6 mos
Commonwealth Financial NetworkBroker
April 2009 - Present · 17 yrs 6 mos
Previous Registrations
Fsc Securities CorporationBroker
February 2009 - April 2009 · 2 mos
Fsc Securities Corporation
February 2009 - April 2009 · 2 mos
Advantage Capital Corporation
January 1994 - February 2009 · 15 yrs 1 mo
Advantage Capital CorporationBroker
May 1992 - February 2009 · 16 yrs 9 mos
The House of Securities CompanyBroker
July 1990 - May 1992 · 1 yr 10 mos
Planned Investments INC.Broker
July 1989 - July 1990 · 1 yr
William M. Cadden & CO., INC.Broker
May 1988 - July 1989 · 1 yr 2 mos
Advantage Capital CorporationBroker
May 1981 - May 1988 · 7 yrs
State Registrations34 states
AZCACOCTDCDEFLGAILINKYMAMDMEMIMNMOMTNCNHNJNMNYOHORPASCSDTNTXUTVAWAWV
AdvisorBrokerBoth

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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