Marc Thomas
Lesjak Planning · Westlake, Ohio
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.
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Facts
| Firm | Lesjak Planning |
|---|---|
| Based in | Westlake, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $396M across 381 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 4672267 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | lesjakplanning.com |
| Profile |
How Marc's firm compares
- Lesjak Planning's average account is about $1.0 million, from its Form ADV (assets managed divided by 381 accounts).
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Questions about Marc
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.
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
- 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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