Konner DeLeon
DeLeon Wealth · Kennewick, Washington
Konner DeLeon is a fee-only financial advisor at DeLeon Wealth in Kennewick, Washington. Konner focuses on tax planning, estate & legacy planning and retirement planning. DeLeon Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | DeLeon Wealth |
|---|---|
| Based in | Kennewick, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $20.2M across 140 accounts |
| SEC registration | Investment adviser representative in ID, NC, TX, UT, WA · CRD 7587960 |
| Exams passed | Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.deleonwealth.com |
| Profile |
How Konner's firm compares
- DeLeon Wealth's average account is about $144,000, from its Form ADV (assets managed divided by 140 accounts).
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Questions about Konner
Is Konner DeLeon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Konner holds no broker registration, and DeLeon Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Konner charge for financial advice?
Konner's firm, DeLeon Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Konner DeLeon based?
Konner DeLeon is based in Kennewick, Washington.
What does Konner specialize in?
Konner's specialties include tax planning, estate & legacy planning and retirement planning.
Is Konner DeLeon registered with the SEC?
Yes. Konner DeLeon is registered as an investment adviser representative in ID, NC, TX, UT and WA (CRD 7587960), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DeLeon Wealth manage?
DeLeon Wealth reports $20.2M across 140 accounts in assets under management.
How do I contact Konner DeLeon?
Through Konner's website, www.deleonwealth.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
- DeLeon Wealth 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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