# Leah Coleman

> Leah Coleman is a fee-only financial advisor at Orchard Financial Group in Austin, Texas, who holds the CFP and AAMS credentials. Leah charges a percentage of assets, a one-time planning fee and a flat fee or retainer (one-time plans from $1,650 and no asset minimum) and focuses on equity compensation, divorce financial planning and retirement planning.

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

## Facts

- **Firm:** Orchard Financial Group
- **Based in:** Austin, Texas
- **Fee model:** Percentage of assets; One-time planning fee; Flat fee or retainer
- **Fees (firm's website):** one-time plans from $1,650; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $21.7M across 120 accounts
- **Credentials:** CFP, AAMS
- **Specialties:** Equity compensation, Divorce financial planning, Retirement planning, Sustainable & impact investing
- **Works with:** Early-career professionals, Mid-life transitions, Pre-retirees, Retirees, Divorced individuals
- **CRD:** 5872877 (https://adviserinfo.sec.gov/individual/summary/5872877)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2012), Series 66 (2016)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://orchardfinancial.com

## Frequently asked questions

### Is Leah Coleman a fee-only financial advisor?

Yes. Leah Coleman is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Leah's firm.

### How does Leah charge for financial advice?

Leah charges a percentage of assets, a one-time planning fee and a flat fee or retainer.

### How much does Leah charge?

According to Orchard Financial Group's website, checked October 28, 2026: one-time plans from $1,650; no asset minimum.

### Where is Leah Coleman based?

Leah Coleman is based in Austin, Texas.

### What does Leah specialize in?

Leah's specialties include equity compensation, divorce financial planning, retirement planning and sustainable & impact investing. Leah works with early-career professionals, mid-life transitions, pre-retirees, retirees and divorced individuals.

### What credentials does Leah Coleman hold?

Leah Coleman holds the CFP and AAMS credentials.

### Is Leah Coleman registered with the SEC?

Yes. Leah Coleman is registered as an investment adviser representative in TX (CRD 5872877), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Orchard Financial Group manage?

Orchard Financial Group reports $21.7M across 120 accounts in assets under management.

### How do I contact Leah Coleman?

Through Leah's website, orchardfinancial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/leah-coleman-10101): XYPN members are fee-only
- 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.orchardfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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