LeafHouse Financial Advisors

Firm Profile

LeafHouse is a 3(38) Investment Management provider that partners with advisors across the country. We offer a Turnkey Retirement Plan Service solution unlike anything else available in the industry. We work directly with unaffiliated RIAs, brokers and hybrid advisors (representing more than $6 billion in assets) that have simply chosen to work together to better the retirement plan and investment landscape in America.

For Retirement Plan Advisors:

• Turnkey Retirement Plan Service Solution
• Full RFP Outsourcing -Seasonal Service Model
• LeafHouse GPA® (Grade Point Average) investment monitoring system
• Plan Lifecycle Fee Benchmarking and Analytics
• Institutional Research and Services
• Full-Scope Practice Management Consulting
• World Class Marketing Implementation and Follow-Through

Todd Kading (512) 879-1505, tkading@lhadv.com

Neal Weaver (512) 879-1505, nweaver@lhadv.com


Small ($1-$10 million)
Mid ($10-$100 million)

• Retirement Sales Desk Reps
• Business Development Consultants
• 3rd Party Vendor Analysis Tool
• 3rd Party Investment Analysis Tool
• Benchmarking Tools
• Participant Advice/Participant Services
• CRM/Data Aggregation
• Allows Fiduciary Declaration3(21)/3(38)
• Custom Risk based/target date models
• 408(b)(2) – in-house or outsourced
• Plan design consulting
• Consulting on SMAs
• Stable value analysis
• Our system is different than most. We do not provide the tools. We actually do the work for the advisor. For instance, we do not provide a benchmarking tool; we just do the benchmarking and white label it for the advisor.