Leonard Cole
Team Wealth & Tax Advisors · Temecula, California
Leonard Cole is a fee-only financial advisor at Team Wealth & Tax Advisors in Temecula, California, who holds the CFP credential. Team Wealth & Tax Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Leonard →
Facts
| Firm | Team Wealth & Tax Advisors |
|---|---|
| Based in | Temecula, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $251.1M across 793 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 2421588 |
| Exams passed | Series 63 (1994) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.wealthandtax.com |
How Leonard's firm compares
- Team Wealth & Tax Advisors's average account is about $317,000, from its Form ADV (assets managed divided by 793 accounts).
Request an introduction to Leonard
Tell Leonard a little about what you're looking for. Leonard isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Leonard
Is Leonard Cole a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leonard holds no broker registration, and Team Wealth & Tax Advisors 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, Team Wealth & Tax Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Leonard Cole based?
Leonard Cole is based in Temecula, California.
What credentials does Leonard Cole hold?
Leonard Cole holds the CFP credential.
Is Leonard Cole registered with the SEC?
Yes. Leonard Cole is registered as an investment adviser representative in CA and TX (CRD 2421588), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Team Wealth & Tax Advisors manage?
Team Wealth & Tax Advisors reports $251.1M across 793 accounts in assets under management.
How do I contact Leonard Cole?
Through Leonard's website, www.wealthandtax.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Temecula
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
- 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.
See something wrong? Request a correction. Read our methodology.