Michelle Leisen
Wealth Planning Group · Minnetonka, Minnesota
Michelle Leisen is a fee-only financial advisor at Wealth Planning Group in Minnetonka, Minnesota, who holds the CFP credential. Wealth Planning Group reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Wealth Planning Group |
|---|---|
| Based in | Minnetonka, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $38.7M across 83 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 3114348 |
| Exams passed | Series 63 (1998) · Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wealthplanninggroupmn.com |
How Michelle's firm compares
- Wealth Planning Group's average account is about $466,000, from its Form ADV (assets managed divided by 83 accounts).
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Questions about Michelle
Is Michelle Leisen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michelle holds no broker registration, and Wealth Planning Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michelle charge for financial advice?
Michelle's firm, Wealth Planning Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Michelle Leisen based?
Michelle Leisen is based in Minnetonka, Minnesota.
What credentials does Michelle Leisen hold?
Michelle Leisen holds the CFP credential.
Is Michelle Leisen registered with the SEC?
Yes. Michelle Leisen is registered as an investment adviser representative in MN (CRD 3114348), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Planning Group manage?
Wealth Planning Group reports $38.7M across 83 accounts in assets under management.
How do I contact Michelle Leisen?
Through Michelle's website, www.wealthplanninggroupmn.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnetonka
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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