Fee-only adviser · Geneva, IL
Leelyn Smith, LLC
Leelyn Smith, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Geneva, Illinois. On its latest Form ADV, filed April 12, 2026, it reports $852M in regulatory assets under management, 799 individual clients and 14 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 110517 · SEC file 801-113460 |
| Office | 10 N. Third Street Geneva, IL 60134 |
| Phone | (630) 232-8995 |
| Website | www.leelynsmith.com |
| Regulatory assets under management | $852M ($852M discretionary) |
| Individual clients | 583 non-high-net-worth, 216 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee, Other |
| Services | Financial planning, Portfolio management, Selection of other advisers, Educational seminars |
| Employees | 38 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 12, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Geneva
- KDM Wealth Management Inc. $112M
- Lenity Financial, Inc. $87M
- Long Planning, LLC $18M
- Rhodo Wealth Management LLC $12M
- Blue Haven Capital, LLC $122M
See all 6 fee-only advisers in Geneva →
Nearby
- Batavia 2 firms
- St. Charles 2 firms
- Aurora 3 firms
- Warrenville 2 firms
- Naperville 16 firms
- Elgin 1 firm
- Wheaton 4 firms
- Glen Ellyn 3 firms
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