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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Greenleaf Financial Network offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Greenleaf Financial Network charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Greenleaf Financial Network use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Greenleaf Financial Network have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Greenleaf Financial Network invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Greenleaf Financial Network?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Greenleaf Financial Network get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Greenleaf Financial Network?","answer":"Its phone number is 913-515-3517.","source":"Form ADV Part 1A, Item 1.F, filed 18 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}