David Lesjak
Lesjak Planning · Westlake, Ohio
David Lesjak is a fee-only financial advisor at Lesjak Planning in Westlake, Ohio. Lesjak Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Lesjak Planning |
|---|---|
| Based in | Westlake, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $396M across 381 accounts |
| SEC registration | Investment adviser representative in OH · CRD 842592 |
| Exams passed | Series 63 (1984) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | lesjakplanning.com |
How David's firm compares
- Lesjak Planning's average account is about $1.0 million, from its Form ADV (assets managed divided by 381 accounts).
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Questions about David
Is David Lesjak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Lesjak Planning 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's firm, Lesjak Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Lesjak based?
David Lesjak is based in Westlake, Ohio.
Is David Lesjak registered with the SEC?
Yes. David Lesjak is registered as an investment adviser representative in OH (CRD 842592), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lesjak Planning manage?
Lesjak Planning reports $396M across 381 accounts in assets under management.
How do I contact David Lesjak?
Through David's website, lesjakplanning.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
- 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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