Scott Leabman
Harbor Asset Planning · Belmont, Massachusetts
Scott Leabman is a fee-only financial advisor at Harbor Asset Planning in Belmont, Massachusetts. Scott focuses on retirement planning, estate & legacy planning and small business owners. Harbor Asset Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Harbor Asset Planning |
|---|---|
| Based in | Belmont, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $187.3M across 99 accounts |
| SEC registration | Investment adviser representative in MA · CRD 5296025 |
| Exams passed | Series 65 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | harborassetplanning.com |
| Profile |
How Scott's firm compares
- Harbor Asset Planning's average account is about $1.9 million, from its Form ADV (assets managed divided by 99 accounts).
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Questions about Scott
Is Scott Leabman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Harbor Asset Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Scott charge for financial advice?
Scott's firm, Harbor Asset Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Scott Leabman based?
Scott Leabman is based in Belmont, Massachusetts.
What does Scott specialize in?
Scott's specialties include retirement planning, estate & legacy planning and small business owners.
Is Scott Leabman registered with the SEC?
Yes. Scott Leabman is registered as an investment adviser representative in MA (CRD 5296025), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Harbor Asset Planning manage?
Harbor Asset Planning reports $187.3M across 99 accounts in assets under management.
How do I contact Scott Leabman?
Through Scott's website, harborassetplanning.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
- Harbor Asset Planning 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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