# Leo Rose

> Leo Rose is a fee-only financial advisor at Xception Family Office in Atlanta, Georgia. Leo focuses on founders (pre-exit), estate & legacy planning and family wealth transfer. Xception Family Office reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/leo-rose/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Xception Family Office
- **Based in:** Atlanta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $189.3M across 28 accounts
- **Specialties:** Founders (pre-exit), Estate & legacy planning, Family wealth transfer, Small business owners
- **Works with:** Ultra high net worth, Multi-generational families, Executives
- **CRD:** 6288452 (https://adviserinfo.sec.gov/individual/summary/6288452)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 65 (2014)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://xceptionfamilyoffice.com

## Frequently asked questions

### Is Leo Rose a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Leo holds no broker registration, and Xception Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Leo charge for financial advice?

Leo's firm, Xception Family Office, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Leo Rose based?

Leo Rose is based in Atlanta, Georgia.

### What does Leo specialize in?

Leo's specialties include founders (pre-exit), estate & legacy planning, family wealth transfer and small business owners. Leo works with ultra high net worth, multi-generational families and executives.

### Is Leo Rose registered with the SEC?

Yes. Leo Rose is registered as an investment adviser representative in GA (CRD 6288452), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Xception Family Office manage?

Xception Family Office reports $189.3M across 28 accounts in assets under management.

### How do I contact Leo Rose?

Through Leo's website, xceptionfamilyoffice.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6288452): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://xceptionfamilyoffice.com/): specialties, clients served, and fees, checked October 30, 2026

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