# Leonard Barry

> Leonard Barry is a fee-only financial advisor at Yahara Wealth Management in Madison, Wisconsin, who holds the CFP credential. Leonard focuses on physicians & residents, tax planning and retirement planning. Yahara Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Yahara Wealth Management
- **Based in:** Madison, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $112.0M across 283 accounts
- **Credentials:** CFP
- **Specialties:** Physicians & residents, Tax planning, Retirement planning, Student loans
- **Works with:** Physicians, Retirees, Pre-retirees, High earners, Executives
- **CRD:** 5079562 (https://adviserinfo.sec.gov/individual/summary/5079562)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 65 (2006)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.yaharawealth.com

## Frequently asked questions

### Is Leonard Barry a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Leonard holds no broker registration, and Yahara Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Leonard charge for financial advice?

Leonard's firm, Yahara Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Leonard Barry based?

Leonard Barry is based in Madison, Wisconsin.

### What does Leonard specialize in?

Leonard's specialties include physicians & residents, tax planning, retirement planning and student loans. Leonard works with physicians, retirees, pre-retirees, high earners and executives.

### What credentials does Leonard Barry hold?

Leonard Barry holds the CFP credential.

### Is Leonard Barry registered with the SEC?

Yes. Leonard Barry is registered as an investment adviser representative in WI (CRD 5079562), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Yahara Wealth Management manage?

Yahara Wealth Management reports $112.0M across 283 accounts in assets under management.

### How do I contact Leonard Barry?

Through Leonard's website, www.yaharawealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5079562): 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://www.yaharawealth.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.