Leafhouse Financial Advisors, LLC

LeafHouse Financial Advisors, LLC, established in 2009, is a registered investment adviser specializing in providing investment advisory services to individuals, high net worth individuals, businesses, retirement plans, and other financial professionals. The firm acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. Services offered include financial planning services on a limited and selective basis, investment advisory services, and retirement plan services. LeafHouse offers a range of services, including investment policy statement creation, investment selection and implementation, and investment monitoring and maintenance. The firm's fee structure varies based on the services provided, ranging from 0.25% to 2.00% for investment advisory services. LeafHouse does not charge performance-based fees and does not manage proprietary wrap fee programs. The firm does not receive commissions for transactions and does not engage in soft dollar programs. LeafHouse recommends TradePMR as a custodian for non-retirement plan clients. The firm does not have custody of client accounts and does not accept proxy-voting responsibility. LeafHouse has no financial situations that would impair its ability to meet obligations to clients. For more information, visit www.leafhouse.com or contact (512) 879-1505.