Edward Leach
Highland Financial Advisors, LLC · Wayne, New Jersey
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).
Request an introduction to Edward →
Specialties
Who they serve
- Retirees
- Divorced individuals
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 |
| Assets under management | $640.0M across 1,151 accounts |
| Credentials | CEPA · CFP · MBA |
| SEC registration | Investment adviser representative in NJ · CRD 5276748 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | highlandplanning.com |
| Profile |
How Edward's firm compares
- Highland Financial Advisors, LLC's average account is about $556,000, from its Form ADV (assets managed divided by 1,151 accounts).
Request an introduction to Edward
Tell Edward a little about what you're looking for. Edward isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Edward
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Wayne
Other advisors in New Jersey who focus on tax planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Highland Financial Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.