# Edward Leach

> Edward Leach is a fee-only financial advisor at Highland Financial Advisors, LLC in Wayne, New Jersey, who holds the CEPA, CFP and MBA credentials. Edward charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on tax planning, retirement planning and founders (pre-exit).

Page: https://find.wellspent.co/advisors/edward-leach/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Highland Financial Advisors, LLC
- **Based in:** Wayne, New Jersey
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $640.0M across 1,151 accounts
- **Credentials:** CEPA, CFP, MBA
- **Specialties:** Tax planning, Retirement planning, Founders (pre-exit)
- **Works with:** Retirees, Divorced individuals
- **CRD:** 5276748 (https://adviserinfo.sec.gov/individual/summary/5276748)
- **SEC registration:** Investment adviser representative in NJ
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://highlandplanning.com

## Frequently asked questions

### Is Edward Leach a fee-only financial advisor?

Yes. Edward Leach is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Edward's firm.

### How does Edward charge for financial advice?

Edward charges a percentage of assets.

### How much does Edward charge?

According to Highland Financial Advisors, LLC's website, checked October 28, 2026: 1% a year on the first tier of assets managed.

### Where is Edward Leach based?

Edward Leach is based in Wayne, New Jersey.

### What does Edward specialize in?

Edward's specialties include tax planning, retirement planning and founders (pre-exit). Edward works with retirees and divorced individuals.

### What credentials does Edward Leach hold?

Edward Leach holds the CEPA, CFP and MBA credentials.

### Is Edward Leach registered with the SEC?

Yes. Edward Leach is registered as an investment adviser representative in NJ (CRD 5276748), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Highland Financial Advisors, LLC manage?

Highland Financial Advisors, LLC reports $640.0M across 1,151 accounts in assets under management.

### How do I contact Edward Leach?

Through Edward's website, highlandplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6965): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.highlandplanning.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.