# Leverage Financial Advisory

> Leverage Financial Advisory is a state-registered investment advisory firm in Wilmington, MA, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 29, 2026.

- CRD: 299507
- Filed as: LEVERAGE FINANCIAL ADVISORY
- Legal name: Leverage Financial Advisory, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wilmington, MA
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299507
- AdvisorCensus page: https://advisorcensus.com/firm/leverage-financial-advisory-wilmington-ma-299507

## Quick answers

**How is Leverage Financial Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Leverage Financial Advisory reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Leverage Financial Advisory located?**
Leverage Financial Advisory's principal office is in Wilmington, MA, according to its Form ADV.

**Is Leverage Financial Advisory registered with the SEC or a state?**
Leverage Financial Advisory is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 299507.

**How much does Leverage Financial Advisory manage?**
Leverage Financial Advisory reports $17,297,366 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (100% discretionary).

**What types of clients does Leverage Financial Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (41); high net worth individuals (5).

**Does Leverage Financial Advisory report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/299507

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $17,297,366
- Discretionary: $17,297,366
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $8,144,072 |
| High net worth individuals | 5 | $9,153,294 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- leverageadvisory.com
- leveragecharts.com
- Facebook @leverageadvisory
- Facebook facebook.com
- Instagram @brianbond
- Instagram @leverageadvisory
- LinkedIn @leverageadvisory
- LinkedIn @bmbond
- TikTok @leverageadvisory
- X @brianbond
- X @leveragemoney
- YouTube @leverageadvisory
- YouTube @leveragelive

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Leverage Financial Advisory (CRD 299507): Form ADV filing data as of October 2026.