# Leslie Ransom

> Leslie Ransom is a fee-only financial advisor at Indie Financial Planning, LLC in Chicago, Illinois, who holds the CFP credential. Leslie charges a percentage of assets, a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $1,500 a year and one-time plans from $1,500) and focuses on small business owners and sustainable & impact investing.

Page: https://find.wellspent.co/advisors/leslie-ransom/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Indie Financial Planning, LLC
- **Based in:** Chicago, Illinois
- **Fee model:** Percentage of assets; Flat fee or retainer; Hourly; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $1,500 a year; one-time plans from $1,500; $200 an hour; 1% a year on the first tier of assets managed; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $9.3M across 28 accounts
- **Credentials:** CFP
- **Specialties:** Small business owners, Sustainable & impact investing
- **Works with:** Founders
- **CRD:** 6433762 (https://adviserinfo.sec.gov/individual/summary/6433762)
- **SEC registration:** Investment adviser representative in CA, IL
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://indiefinancialplanning.com

## Frequently asked questions

### Is Leslie Ransom a fee-only financial advisor?

Yes. Leslie Ransom is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Leslie's firm.

### How does Leslie charge for financial advice?

Leslie charges a percentage of assets, a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee.

### How much does Leslie charge?

According to Indie Financial Planning, LLC's website, checked October 28, 2026: ongoing planning from $1,500 a year; one-time plans from $1,500; $200 an hour; 1% a year on the first tier of assets managed; no asset minimum.

### Where is Leslie Ransom based?

Leslie Ransom is based in Chicago, Illinois.

### What does Leslie specialize in?

Leslie's specialties include small business owners and sustainable & impact investing. Leslie works with founders.

### What credentials does Leslie Ransom hold?

Leslie Ransom holds the CFP credential.

### Is Leslie Ransom registered with the SEC?

Yes. Leslie Ransom is registered as an investment adviser representative in CA and IL (CRD 6433762), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Indie Financial Planning, LLC manage?

Indie Financial Planning, LLC reports $9.3M across 28 accounts in assets under management.

### How do I contact Leslie Ransom?

Through Leslie's website, indiefinancialplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38752): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://indiefinancialplanning.com/): specialties, clients served, and fees, checked October 28, 2026

---

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