Gregory Lessard
Aspen Leaf Wealth Management · Golden, Colorado
Gregory Lessard is a fee-only financial advisor at Aspen Leaf Wealth Management in Golden, Colorado. Gregory charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $750,000 or more) and focuses on tax planning and retirement planning.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Aspen Leaf Wealth Management |
|---|---|
| Based in | Golden, Colorado |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · Typically works with clients with $750,000 or more |
| Assets under management | $99.2M across 329 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 4958189 |
| Exams passed | Series 63 (2005) · Series 65 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.aspenleafllc.com |
How Gregory's firm compares
- Aspen Leaf Wealth Management's average account is about $301,000, from its Form ADV (assets managed divided by 329 accounts).
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Questions about Gregory
Is Gregory Lessard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Aspen Leaf Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory charges a percentage of assets.
How much does Gregory charge?
According to Aspen Leaf Wealth Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $750,000 or more.
Where is Gregory Lessard based?
Gregory Lessard is based in Golden, Colorado.
What does Gregory specialize in?
Gregory's specialties include tax planning and retirement planning. Gregory works with pre-retirees.
Is Gregory Lessard registered with the SEC?
Yes. Gregory Lessard is registered as an investment adviser representative in CO and TX (CRD 4958189), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aspen Leaf Wealth Management manage?
Aspen Leaf Wealth Management reports $99.2M across 329 accounts in assets under management.
How do I contact Gregory Lessard?
Through Gregory's website, www.aspenleafllc.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
- Aspen Leaf Wealth Management 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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