Edward Ledermann
Whale Shark Financial · Ann Arbor, Michigan
Edward Ledermann is a fee-only financial advisor at Whale Shark Financial in Ann Arbor, Michigan. Edward focuses on retirement planning, tax planning and estate & legacy planning. Whale Shark Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Whale Shark Financial |
|---|---|
| Based in | Ann Arbor, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $7.4M across 55 accounts |
| SEC registration | Investment adviser representative in MI · CRD 4195481 |
| Exams passed | Series 65 (2017) |
| Disclosures | None reported |
| Website | www.whalesharkfinancial.com |
| Profile |
How Edward's firm compares
- Whale Shark Financial's average account is about $134,000, from its Form ADV (assets managed divided by 55 accounts).
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Questions about Edward
Is Edward Ledermann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Whale Shark Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edward charge for financial advice?
Edward's firm, Whale Shark Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Edward Ledermann based?
Edward Ledermann is based in Ann Arbor, Michigan.
What does Edward specialize in?
Edward's specialties include retirement planning, tax planning and estate & legacy planning.
Is Edward Ledermann registered with the SEC?
Yes. Edward Ledermann is registered as an investment adviser representative in MI (CRD 4195481), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Whale Shark Financial manage?
Whale Shark Financial reports $7.4M across 55 accounts in assets under management.
How do I contact Edward Ledermann?
Through Edward's website, www.whalesharkfinancial.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
- Whale Shark 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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