Greenleaf Financial Network provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Greenleaf Financial Network reports 189 clients. They include 150 individual clients and 39 high-net-worth individuals. Of its assets, 100.0% ($124M across 329 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 79% | 38% |
| High-net-worth individuals | 21% | 62% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 150 | $47.2M | 38.1% | $314K |
| High-net-worth individuals | 39 | $76.5M | 61.9% | $1.96M |
| Total | 189 | $124M | 100% | $654K |
- Clients
- 150
- Regulatory AUM
- $47.2M
- AUM share
- 38.1%
- Avg. per client
- $314K
- Clients
- 39
- Regulatory AUM
- $76.5M
- AUM share
- 61.9%
- Avg. per client
- $1.96M
Total
- Clients
- 189
- Regulatory AUM
- $124M
- AUM share
- 100%
- Avg. per client
- $654K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Greenleaf Financial Network charges up to 2.20% a year for its Portfolio Management. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is a negotiated fixed fee of up to $5,000 or an hourly fee of up to $250, generally billed in advance for fixed fees and in arrears for hourly fees.
- Retirement Plan Consulting
- Retirement plan consulting is standardly 1.50% of all plan assets, negotiable, billed quarterly in advance, or a flat rate per quarter.
Michael Beary owns 75% or more of Greenleaf Financial Network. It has 11 employees.
Staff
- 11 employees
- 11 in advisory functions
- 11 state-registered reps
- 2 broker-dealer reps
- 7 insurance agents
- Owns 75% or more of Greenleaf Financial Network, LLC
Michael Beary
Control person · since August 2016
Besides its headquarters, Greenleaf Financial Network has 9 offices (7 private residences, listed without an address), with 3 listed addresses across 2 states.
Kansas · 1 listed address
- 2911 N. Plum St., Hutchinson
New Jersey · 1 listed address
- 101 Chestnut Avenue, MT. Laurel
Choose a state to see its listed addresses.
Other business names
Greenleaf Financial Network has reported 6 other business names to the SEC.
- Brigandine Capital
- Feeney Financial
- Planners for Financial Success
- R.D. Shaara Insurance and Investments
- Reals & Associates
- The Yucca Group
Contact and registration details
- Legal name
- Greenleaf Financial Network, LLC
- Headquarters
- Not reported
- Website
- Not reported
- Phone
- 913-515-3517
- SEC file
- 801-136600
- Structure
- Kansas LLC
- Fiscal year end
- December
Greenleaf Financial Network’s named custodian for separately managed accounts is Charles Schwab ($124M). Greenleaf Financial Network does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $124M100%
At year end, Greenleaf Financial Network’s separately managed accounts were largely in stocks (49%) and funds (33%).
What the accounts hold
- Stocks49%
- Funds33%
- Bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash16%
How many clients does Greenleaf Financial Network have?
Greenleaf Financial Network has 189 clients and manages $124 million for them, as of August 2026. They include 150 individual clients and 39 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 August 2026
What services does Greenleaf Financial Network offer?
Greenleaf Financial Network provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Greenleaf Financial Network charge?
Greenleaf Financial Network charges up to 2.20% a year for its Portfolio Management. The fee is billed in advance or in arrears and is negotiable.
Source: ADV PART 2A-GREENLEAF FINANCIAL NETWORK, LLC, filed 29 May 2026
Which custodians does Greenleaf Financial Network use?
Greenleaf Financial Network’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $124M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 August 2026
How many financial advisors does Greenleaf Financial Network have?
Greenleaf Financial Network has 11 investment adviser representatives registered with state securities authorities, out of 11 employees, and 11 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Greenleaf Financial Network invest in?
At the end of its last fiscal year, Greenleaf Financial Network’s separately managed accounts held 49% exchange-traded equities, 33% registered funds (mutual funds, ETFs, BDCs), 16% cash and equivalents, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Greenleaf Financial Network?
Greenleaf Financial Network’s direct owner is Michael Beary (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 August 2026
How does Greenleaf Financial Network get paid?
Greenleaf Financial Network is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Greenleaf Financial Network?
Its phone number is 913-515-3517.