RIA Intel›Advisers›Ohio›FLEGAL FINANCIAL PLANNING LLC

FLEGAL FINANCIAL PLANNING LLC

Advisory

OH

Data as of Feb 5, 2026 · Source: SEC Form ADV

Average account

$333K

across 43 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 5, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

16 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

PHILIPP CAPITAL ADVISORS LLC

$14M

WISDOM INVESTMENT STRATEGIES, LLC

$14M

LIFETIME FINANCIAL ADVISORS, LLC

$14M

DIAMOND HILL SECURITIES, INC.

$14M

IRONKOOR RETIREMENT, LLC

WEST CHESTER, OH

$15M

LOHISER INVESTMENT MANAGEMENT, INC.

$15M

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