Lindsay La Fleur
LL Financial Services · Ossining, New York
Lindsay La Fleur is a fee-only financial advisor at LL Financial Services in Ossining, New York. Lindsay focuses on tax planning, estate & legacy planning and retirement planning. LL Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Early-career professionals
- Pre-retirees
Facts
| Firm | LL Financial Services |
|---|---|
| Based in | Ossining, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $35.8M across 104 accounts |
| SEC registration | Investment adviser representative in NY · CRD 4900682 |
| Exams passed | Series 63 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.llfinancialservices.com |
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Questions about Lindsay
Is Lindsay La Fleur a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lindsay holds no broker registration, and LL Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lindsay charge for financial advice?
Lindsay's firm, LL Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lindsay La Fleur based?
Lindsay La Fleur is based in Ossining, New York.
What does Lindsay specialize in?
Lindsay's specialties include tax planning, estate & legacy planning, retirement planning, divorce financial planning and cross-border (US / Canada). Lindsay works with early-career professionals and pre-retirees.
Is Lindsay La Fleur registered with the SEC?
Yes. Lindsay La Fleur is registered as an investment adviser representative in NY (CRD 4900682), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LL Financial Services manage?
LL Financial Services reports $35.8M across 104 accounts in assets under management.
How do I contact Lindsay La Fleur?
Through Lindsay's website, www.llfinancialservices.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
- LL Financial Services 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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