Firm
LEH Advisors LLC
New York, New York
Fee-only
LEH Advisors LLC at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- It works with clients virtually as well as in person.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York, New York |
|---|---|
| Website | lehadvisors.com |
| [email protected] | |
| Phone | (917) 902-2068 |
LEH Advisors LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | One-time plans or projects · Flat fee · Percentage of assets |
In the firm's words
"Do you have a minimum net worth requirement?" source
"providing comprehensive financial advice to individuals on a project, flat-fee, or percentage of AUM basis" source
"providing comprehensive financial advice to individuals on a project, flat-fee, or percentage of AUM basis" source
"providing comprehensive financial advice to individuals on a project, flat-fee, or percentage of AUM basis" source
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 |
|---|---|
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | June 1, 2026 |
| SEC record | CRD 326909 |