Leah Coleman
Orchard Financial Group · Austin, Texas
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.
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Specialties
Who they serve
- Early-career professionals
- Mid-life transitions
- Pre-retirees
- Retirees
- Divorced individuals
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 |
| Assets under management | $21.7M across 120 accounts |
| Credentials | CFP · AAMS |
| SEC registration | Investment adviser representative in TX · CRD 5872877 |
| Exams passed | Series 63 (2012) · Series 66 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | orchardfinancial.com |
| Profile |
How Leah's firm compares
- A one-time plan starts at $1,650, in line with the Texas median of $1,575 for fee-only firms that publish prices.
- Orchard Financial Group's average account is about $181,000, from its Form ADV (assets managed divided by 120 accounts).
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Questions about Leah
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Other advisors in Texas who focus on equity compensation
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Orchard Financial Group 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.
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