Lesjak Planning provides financial planning, portfolio management for individuals and small businesses, publishing newsletters, estate planning, insurance, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Lesjak Planning reports 376 clients. They include 267 individual clients and 109 high-net-worth individuals. Of its assets, 98.2% ($389M across 379 accounts) are managed with discretion; $7M across 2 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 31% |
| High-net-worth individuals | 29% | 66% |
| Pension and profit-sharing plans | Fewer than 5 | 2% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 267 | $124M | 31.3% | $464K |
| High-net-worth individuals | 109 | $261M | 65.9% | $2.39M |
| Pension and profit-sharing plans | Fewer than 5 | $8M | 2.0% | — |
| Charitable organizations | Fewer than 5 | $3M | 0.8% | — |
| Total | 376 | $396M | 100% | — |
- Clients
- 267
- Regulatory AUM
- $124M
- AUM share
- 31.3%
- Avg. per client
- $464K
- Clients
- 109
- Regulatory AUM
- $261M
- AUM share
- 65.9%
- Avg. per client
- $2.39M
- Clients
- Fewer than 5
- Regulatory AUM
- $8M
- AUM share
- 2.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $3M
- AUM share
- 0.8%
- Avg. per client
- —
Total
- Clients
- 376
- Regulatory AUM
- $396M
- AUM share
- 100%
- Avg. per client
- —
- 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
- 251–500
Lesjak Planning is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Annual Management Program
- Flat fee of $500 for each 12-month period from the date of the agreement, billed on invoice; negotiable.
- Financial planning
- Written financial plan billed hourly at $150 per hour, payable at presentation of the plan; negotiable and not refundable.
- Premier Asset Management Program
- Fee is 1.25% of the first $1,000,000, 1.00% of the next $1,000,000 and 0.50% of amounts over $2,000,000, calculated annually on assets and billed quarterly; negotiable.
Michael Lesjak owns 75% or more of Lesjak Planning. The leadership team of Lesjak Planning includes President Michael Lesjak and Chief Compliance Officer Marc Thomas. It has 7 employees, 5 of them in advisory roles.
Leadership
- Michael LesjakPresident
- Marc ThomasVice President
- Marc ThomasChief Compliance Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Nathan Russell Gist
- David Matthew Lesjak
- Kevin Michael Lesjak
- Michael Joseph Lesjak
- Marc Christian Thomas
Staff
- 7 employees
- 5 in advisory functions
- Owns 75% or more of Lesjak Planning, LLC
Michael Lesjak
Control person · since January 2018
Lesjak Planning’s regulatory assets grew from $307M (March 2021) to $396M (July 2026); clients were 376 in both filings and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $396M | 376 | 7 | 1 |
| March 2025 | $369M | 386 | 7 | 1 |
| March 2024 | $343M | 375 | 7 | 1 |
| March 2023 | $314M | 382 | 7 | 1 |
| March 2022 | $338M | 372 | 7 | 1 |
| March 2021 | $307M | 369 | 7 | 1 |
Besides its headquarters, Lesjak Planning has 0 offices, with 1 listed address in Ohio.
Ohio · 1 listed address
- 1991 Crocker RD, Suite 575, WestlakeHQ
Contact and registration details
- Legal name
- Lesjak Planning, LLC
- Headquarters
- 1991 Crocker RD, Suite 575, Westlake, OH 44145
- Website
- lesjakplanning.com
- Phone
- 440-871-9500
- @lesjak-planning-corporation
- SEC file
- 801-15662
- Founded
- 1980
- Structure
- Ohio LLC
- Fiscal year end
- December
Lesjak Planning uses Charles Schwab ($380M) as custodian for its separately managed accounts. Lesjak Planning does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $380M100%
At year end, Lesjak Planning’s separately managed accounts were mostly in stocks (69%) and bonds (21%).
What the accounts hold
- Stocks69%
- Bonds21%
- Investment grade corporate bonds20%
- U.S. government and agency bonds1%
- Cash7%
- Other3%
- Private placement.3%
How many clients does Lesjak Planning have?
Lesjak Planning has 376 clients and manages $396 million for them, as of July 2026. They include 267 individual clients and 109 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 July 2026
What services does Lesjak Planning offer?
Lesjak Planning provides financial planning, portfolio management for individuals and small businesses, publishing newsletters, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Lesjak Planning use?
Lesjak Planning’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $380M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 July 2026
How many financial advisors does Lesjak Planning have?
Lesjak Planning has 0 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Lesjak Planning invest in?
At the end of its last fiscal year, Lesjak Planning’s separately managed accounts held 69% exchange-traded equities, 20% investment grade corporate bonds, 7% cash and equivalents, 3% other and 1% U.S. government and agency bonds. The 3% other category is described as: Private Placement.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Lesjak Planning?
Lesjak Planning’s direct owner is Michael Lesjak (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 July 2026
How does Lesjak Planning get paid?
Lesjak Planning 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 Lesjak Planning?
Lesjak Planning’s main office is at 1991 Crocker RD, Suite 575, Westlake, OH 44145. Its phone number is 440-871-9500. Its website is lesjakplanning.com.