Leonard Barry
Yahara Wealth Management · Madison, Wisconsin
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.
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Specialties
Who they serve
- Physicians
- Retirees
- Pre-retirees
- High earners
- Executives
Facts
| Firm | Yahara Wealth Management |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $112.0M across 283 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 5079562 |
| Exams passed | Series 65 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.yaharawealth.com |
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Questions about Leonard
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Yahara Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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