# Lesjak Planning, LLC

> Lesjak Planning, LLC is an SEC-registered investment advisory firm in Westlake, OH, registered since 1980, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 13, 2026.

- CRD: 110090
- Filed as: LESJAK PLANNING, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Westlake, OH
- Filing period: October 2026
- Form ADV filing dated: July 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110090
- AdvisorCensus page: https://advisorcensus.com/firm/lesjak-planning-llc-westlake-oh-110090

## Quick answers

**How is Lesjak Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lesjak Planning, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Lesjak Planning, LLC charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Hourly rate: $150 an hour (written financial plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Lesjak Planning, LLC located?**
Lesjak Planning, LLC's principal office is in Westlake, OH, according to its Form ADV.

**Is Lesjak Planning, LLC registered with the SEC or a state?**
Lesjak Planning, LLC is an SEC-registered investment advisory firm, registered since 1980. Status as filed: Approved. CRD 110090.

**How much does Lesjak Planning, LLC manage?**
Lesjak Planning, LLC reports $396,000,000 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (98% discretionary).

**How have Lesjak Planning, LLC's assets and staff changed since 2021?**
In the Form ADV data for Lesjak Planning, LLC: Regulatory assets under management: $307,400,000 in the October 2021 data and $396,000,000 in the October 2026 data, up 29%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lesjak Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (267); high net worth individuals (109).

**Which custodians does Lesjak Planning, LLC use?**
Lesjak Planning, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Lesjak Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110090

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Hourly rate: $150 an hour (written financial plan)

> The fee charged for the written financial plan is based upon the number of hours spent on the analysis and development of your plan. The fee rate is $150 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $396,000,000
- Discretionary: $389,000,000
- Non-discretionary: $7,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 267 | $124,000,000 |
| High net worth individuals | 109 | $261,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $8,000,000 |
| Charitable organizations | Fewer than 5 | $3,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 1980 (45 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lesjakplanning.com
- LinkedIn @lesjak-planning-corporation

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $307,400,000 | 7 | March 26, 2021 |
| October 2022 | $337,500,000 | 7 | March 25, 2022 |
| October 2023 | $313,700,000 | 7 | March 29, 2023 |
| October 2024 | $343,400,000 | 7 | March 27, 2024 |
| October 2025 | $369,000,000 | 7 | March 28, 2025 |
| October 2026 | $396,000,000 | 7 | July 13, 2026 |

Regulatory assets under management: $307,400,000 in the October 2021 data and $396,000,000 in the October 2026 data, up 29%.
Total employees: 7 in October 2021 and 7 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lesjak Planning, LLC (CRD 110090): Form ADV filing data as of October 2026.