# Thomas Leland

> Thomas Leland is a fee-only financial advisor at Southeast Asset Advisors in Mobile, Alabama. Thomas focuses on family wealth transfer. Southeast Asset Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/thomas-leland/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Southeast Asset Advisors
- **Based in:** Mobile, Alabama
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $4.20B across 1,356 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 2305002 (https://adviserinfo.sec.gov/individual/summary/2305002)
- **SEC registration:** Investment adviser representative in AL, TX
- **Exams passed:** Series 63 (1993), Series 65 (1995)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** http://www.assetadvisor.com

## Frequently asked questions

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

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

### How does Thomas charge for financial advice?

Thomas's firm, Southeast Asset Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Thomas Leland based?

Thomas Leland is based in Mobile, Alabama.

### What does Thomas specialize in?

Thomas's specialties include family wealth transfer. Thomas works with multi-generational families.

### Is Thomas Leland registered with the SEC?

Yes. Thomas Leland is registered as an investment adviser representative in AL and TX (CRD 2305002), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Southeast Asset Advisors manage?

Southeast Asset Advisors reports $4.20B across 1,356 accounts in assets under management.

### How do I contact Thomas Leland?

Through Thomas's website, www.assetadvisor.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2305002): 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
- The firm's website (https://www.assetadvisor.com/): specialties, clients served, and fees, checked October 30, 2026

---

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