Leslie Ransom
Indie Financial Planning, LLC · Chicago, Illinois
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.
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Specialties
Who they serve
- Founders
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 |
| Assets under management | $9.3M across 28 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, IL · CRD 6433762 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | indiefinancialplanning.com |
| Profile |
How Leslie's firm compares
- Ongoing planning starts at $1,500 a year, below the Illinois median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $1,500, below the Illinois median of $2,625 for fee-only firms that publish prices.
- The hourly rate is $200, below the US median of $300 for fee-only firms that publish prices.
- Indie Financial Planning, LLC's average account is about $330,000, from its Form ADV (assets managed divided by 28 accounts).
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Questions about Leslie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Indie Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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