Leo Lavezza
Financial Consulate, Inc. · Fernandina Beach, Florida
Leo Lavezza is a fee-only financial advisor at Financial Consulate, Inc. in Fernandina Beach, Florida, who holds the CFP, CPA and MBA credentials. Leo charges an ongoing planning fee (a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Founders
Facts
| Firm | Financial Consulate, Inc. |
|---|---|
| Based in | Fernandina Beach, Florida |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $1.10B across 3,375 accounts |
| Credentials | CFP · CPA · MBA · CIMA |
| SEC registration | Investment adviser representative in MD, PA, TX · CRD 7748245 |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | financialconsulate.com |
| Profile |
How Leo's firm compares
- Financial Consulate, Inc.'s average account is about $325,000, from its Form ADV (assets managed divided by 3,375 accounts).
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Questions about Leo
Is Leo Lavezza a fee-only financial advisor?
Yes. Leo Lavezza 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 Leo's firm.
How does Leo charge for financial advice?
Leo charges an ongoing planning fee.
How much does Leo charge?
According to Financial Consulate, Inc.'s website, checked October 28, 2026: a $1,000,000 asset minimum.
Where is Leo Lavezza based?
Leo Lavezza is based in Fernandina Beach, Florida.
What does Leo specialize in?
Leo's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. Leo works with pre-retirees, retirees and founders.
What credentials does Leo Lavezza hold?
Leo Lavezza holds the CFP, CPA, MBA and CIMA credentials.
Is Leo Lavezza registered with the SEC?
Yes. Leo Lavezza is registered as an investment adviser representative in MD, PA and TX (CRD 7748245), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Financial Consulate, Inc. manage?
Financial Consulate, Inc. reports $1.10B across 3,375 accounts in assets under management.
How do I contact Leo Lavezza?
Through Leo's website, financialconsulate.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
- Financial Consulate, Inc. 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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