Robert Leonard
Simpson Investment Counsel · North Andover, Massachusetts
Robert Leonard is a fee-only financial advisor at Simpson Investment Counsel in North Andover, Massachusetts, who holds the CFA credential. Simpson Investment Counsel reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Simpson Investment Counsel |
|---|---|
| Based in | North Andover, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $17.6M across 13 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 5060765 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Robert's firm compares
- Simpson Investment Counsel's average account is about $1.4 million, from its Form ADV (assets managed divided by 13 accounts).
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Questions about Robert
Is Robert Leonard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Simpson Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Simpson Investment Counsel, reports charging a percentage of assets on its SEC Form ADV.
Where is Robert Leonard based?
Robert Leonard is based in North Andover, Massachusetts.
What credentials does Robert Leonard hold?
Robert Leonard holds the CFA credential.
Is Robert Leonard registered with the SEC?
Yes. Robert Leonard is registered as an investment adviser representative in MA (CRD 5060765), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Simpson Investment Counsel manage?
Simpson Investment Counsel reports $17.6M across 13 accounts in assets under management.
How do I contact Robert Leonard?
Contact details aren't on file yet. Search for Simpson Investment Counsel.
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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