# Marc Thomas

> Marc Thomas is a fee-only financial advisor at Lesjak Planning in Westlake, Ohio, who holds the CFP credential. Lesjak Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/marc-thomas/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Lesjak Planning
- **Based in:** Westlake, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $396M across 381 accounts
- **Credentials:** CFP
- **CRD:** 4672267 (https://adviserinfo.sec.gov/individual/summary/4672267)
- **SEC registration:** Investment adviser representative in OH
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://lesjakplanning.com/

## Frequently asked questions

### Is Marc Thomas a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Marc holds no broker registration, and Lesjak Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Marc charge for financial advice?

Marc's firm, Lesjak Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Marc Thomas based?

Marc Thomas is based in Westlake, Ohio.

### What credentials does Marc Thomas hold?

Marc Thomas holds the CFP credential.

### Is Marc Thomas registered with the SEC?

Yes. Marc Thomas is registered as an investment adviser representative in OH (CRD 4672267), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lesjak Planning manage?

Lesjak Planning reports $396M across 381 accounts in assets under management.

### How do I contact Marc Thomas?

Through Marc's website, lesjakplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4672267): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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