Firm
Lenk Ladner Investment Solutions
Osterville, Massachusetts
Fee-only
Lenk Ladner Investment Solutions at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 3 employees and 270 individual clients, 111 of them high net worth.
- Its average account is about $706,000 (assets it manages divided by its 478 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Osterville, Massachusetts |
|---|---|
| Website | lenkladner.com |
| Phone | (508) 428-1645 |
Lenk Ladner Investment Solutions fees
Lenk Ladner Investment Solutions 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. 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 | $337 million |
| Individual clients | 159 |
| High-net-worth clients | 111 |
| Accounts managed | 478 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-43403) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 109927 |