David Greenleigh
LGG Financial · Bethesda, Maryland
David Greenleigh is a fee-only financial advisor at LGG Financial in Bethesda, Maryland. David charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | LGG Financial |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $563.9M across 896 accounts |
| SEC registration | Investment adviser representative in MD, TX · CRD 2925327 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | lggfinancial.com |
How David's firm compares
- LGG Financial's average account is about $629,000, from its Form ADV (assets managed divided by 896 accounts).
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Questions about David
Is David Greenleigh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and LGG Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David charges a percentage of assets.
Where is David Greenleigh based?
David Greenleigh is based in Bethesda, Maryland.
What does David specialize in?
David's specialties include retirement planning, estate & legacy planning and tax planning.
Is David Greenleigh registered with the SEC?
Yes. David Greenleigh is registered as an investment adviser representative in MD and TX (CRD 2925327), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LGG Financial manage?
LGG Financial reports $563.9M across 896 accounts in assets under management.
How do I contact David Greenleigh?
Through David's website, lggfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bethesda
Other advisors in Maryland who focus on retirement planning
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
- LGG Financial 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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