Leighann Miko
Equalis Financial · Los Angeles, California
Leighann Miko is a fee-only financial advisor at Equalis Financial in Los Angeles, California, who holds the CFP, MST and RLP credentials. Leighann charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $7,800 a year and one-time plans from $6,000) and focuses on sustainable & impact investing, small business owners and equity compensation.
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Specialties
Who they serve
- High earners
Facts
| Firm | Equalis Financial |
|---|---|
| Based in | Los Angeles, California |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $7,800 a year · One-time plans from $6,000 · 1% a year on the first tier of assets managed · Typically works with clients with $500,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $169.4M across 505 accounts |
| Credentials | CFP · MST · RLP · BA · MA |
| SEC registration | Investment adviser representative in CA, NY, OR, TX, WA · CRD 6093393 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | equalisfinancial.com |
| Profile |
How Leighann's firm compares
- Ongoing planning starts at $7,800 a year, above the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $6,000, above the California median of $2,500 for fee-only firms that publish prices.
- Equalis Financial's average account is about $336,000, from its Form ADV (assets managed divided by 505 accounts).
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Questions about Leighann
Is Leighann Miko a fee-only financial advisor?
Yes. Leighann Miko is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Leighann's firm.
How does Leighann charge for financial advice?
Leighann charges a percentage of assets, an ongoing planning fee and a one-time planning fee.
How much does Leighann charge?
According to Equalis Financial's website, checked October 28, 2026: ongoing planning from $7,800 a year; one-time plans from $6,000; 1% a year on the first tier of assets managed; typically works with clients with $500,000 or more.
Does Leighann work with clients virtually?
Yes. Equalis Financial says on its website that it works with clients remotely.
Where is Leighann Miko based?
Leighann Miko is based in Los Angeles, California.
What does Leighann specialize in?
Leighann's specialties include sustainable & impact investing, small business owners and equity compensation. Leighann works with high earners.
What credentials does Leighann Miko hold?
Leighann Miko holds the CFP, MST, RLP, BA and MA credentials.
Is Leighann Miko registered with the SEC?
Yes. Leighann Miko is registered as an investment adviser representative in CA, NY, OR, TX and WA (CRD 6093393), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Equalis Financial manage?
Equalis Financial reports $169.4M across 505 accounts in assets under management.
How do I contact Leighann Miko?
Through Leighann's website, equalisfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Equalis Financial 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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