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Leverty Financial Group
Leverty Financial Group was launched in 2020 by Greg Leverty as a fee-only registered investment advisor in Hudson, Wisconsin. The firm operates on the St.
Leverty Financial Group
Leverty Financial Group was launched in 2020 by Greg Leverty as a fee-only registered investment advisor in Hudson, Wisconsin. The firm operates on the St. Croix River corridor east of Minneapolis–Saint Paul, drawing clients from the Twin Cities suburbs and western Wisconsin. Leverty structured the firm as a fiduciary practice targeting households that have outgrown bank-platform advisory relationships. The firm provides portfolio management, retirement income planning, and tax-aware drawdown strategies for individual clients, alongside cash-flow modeling and investment policy design for small businesses and non-profit endowments. Asset allocation spans public equities, fixed income, and liquid alternatives implemented primarily through ETFs and institutional mutual funds. Unlike bank-trust competitors, the firm does not sell proprietary products — client portfolios are custodied at third-party platforms and constructed from open-architecture holdings. Leverty Financial Group is a lean advisory practice concentrated in a single office — the team size has not been publicly disclosed. No separate philanthropic vehicle, real-asset arm, or club-membership affiliation has been identified in public filings or the firm's own materials. No significant operational event or vehicle launch has been reported in the last 24 months. The firm's architecture differs from the Twin Cities' dominant trust-bank advisory model — it operates as a standalone RIA charging asset-based or flat fees, eliminating the product-distribution conflict embedded in bank-channel advice. This structure gives Leverty the regulatory posture of a fiduciary on every client relationship, a distinction that matters for families evaluating whether their current advisor can legally place client interests ahead of institutional ones.
General information
Firm type
Bank / Wealth / Trust
Year founded
2020
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Hudson
Corporate office
Hudson, WI, United States
Principals
Greg Leverty
Founder & President
Sector focus
Frequently asked questions
How does Leverty Financial Group charge for its services?
Leverty Financial Group operates as a fee-only registered investment advisor. Client fees are typically structured as a percentage of assets under management or as flat retainer amounts. The firm does not accept commissions, revenue-sharing, or any form of third-party compensation on product sales — a structure that places the firm under a fiduciary obligation to every client relationship.
Is Leverty Financial Group affiliated with a bank or broker-dealer?
No. Leverty Financial Group is an independent registered investment advisor, not a division of a bank, trust company, or broker-dealer. Client assets are custodied at unaffiliated third-party institutions, which means the firm's investment recommendations are not constrained by a proprietary product shelf or in-house distribution incentives.
Who makes portfolio decisions at the firm?
Greg Leverty, the founder and president, serves as the firm's lead portfolio decision-maker. He is the named principal on the firm's SEC registration and holds the advisory credentials required for RIAs operating in Wisconsin. The firm has not publicly identified any additional investment committee members or external portfolio consultants.
What types of clients does Leverty Financial Group work with?
The firm's stated client base includes high-net-worth individuals, small business owners, and non-profit organizations, primarily in western Wisconsin and the eastern Twin Cities suburbs. The minimum asset threshold has not been publicly disclosed, though the firm's fee-only structure and fiduciary positioning suggest it targets households with sufficient scale to merit a customized advisory relationship rather than a standardized digital platform.
Does Leverty Financial Group offer alternative investments?
The firm's public disclosures describe portfolio construction primarily through ETFs and institutional mutual funds covering public equity, fixed income, and liquid alternatives. No information has been published indicating direct private equity, venture capital, real estate, or private credit deal participation, which is consistent with the operational footprint of a boutique RIA serving regional clients.
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