Andrew Leonard
Geometric Advisors · Washington, District of Columbia
Andrew Leonard is a fee-only financial advisor at Geometric Advisors in Washington, District of Columbia, who holds the CFP credential. Andrew charges a percentage of assets (1% a year on the first tier of assets managed and no asset minimum) and focuses on tax planning and estate & legacy planning.
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Specialties
Who they serve
- Executives
- High earners
Facts
| Firm | Geometric Advisors |
|---|---|
| Based in | Washington, District of Columbia |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · No asset minimum |
| Works virtually | Yes |
| Assets under management | $1.33B across 2,081 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DC, TX · CRD 5385133 |
| Exams passed | Series 65 (2006) |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | www.geometricadvisors.com |
| Profile |
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Questions about Andrew
Is Andrew Leonard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Geometric Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew charges a percentage of assets.
How much does Andrew charge?
According to Geometric Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed; no asset minimum.
Does Andrew work with clients virtually?
Yes. Geometric Advisors says on its website that it works with clients remotely.
Where is Andrew Leonard based?
Andrew Leonard is based in Washington, District of Columbia.
What does Andrew specialize in?
Andrew's specialties include tax planning and estate & legacy planning. Andrew works with executives and high earners.
What credentials does Andrew Leonard hold?
Andrew Leonard holds the CFP credential.
Is Andrew Leonard registered with the SEC?
Yes. Andrew Leonard is registered as an investment adviser representative in DC and TX (CRD 5385133), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Geometric Advisors manage?
Geometric Advisors reports $1.33B across 2,081 accounts in assets under management.
How do I contact Andrew Leonard?
Through Andrew's website, www.geometricadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Geometric Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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