Firm
LeClair Wealth Partners
Dublin, Ohio
Fee-only
LeClair Wealth Partners at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 4 employees and 152 individual clients, 80 of them high net worth.
- Its average account is about $649,000 (assets it manages divided by its 559 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Dublin, Ohio |
|---|---|
| Website | leclairwealthpartners.com |
| Phone | (888) 277-5704 |
LeClair Wealth Partners fees
LeClair Wealth Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, flat fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $363 million |
| Individual clients | 72 |
| High-net-worth clients | 80 |
| Accounts managed | 559 |
| Employees | 4 |
| Planning clients | 0 |
| Registered with | The SEC (801-131227) |
| Financial planning | Offered |
| Form ADV filed | August 27, 2026 |
| SEC record | CRD 332827 |