LH
CFP
LH
CFP

Leonard Hayduchok

18 Years of Experience
Hamilton, NJ
1 DisclosureSells Insurance

Leonard Hayduchok is a CFP-designated registered investment advisor at Turner Financial Group, INC., based in Hamilton, NJ, with 18 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 528 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
528 clients
Average Client Portfolio
$324K average
Assets Under Management
$171.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.75%
$250K - $500K1.55%
$500K - $750K1.35%
$750K - $1.0M1.15%
$1.0M - $2.0M0.95%
$2M+0.75%

These fees apply to legacy, grandfathered, and select DBA accounts. Fees are negotiable and may not exceed 2% annually for other accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3560 Quakerbridge Road, Hamilton, NJ, 08619

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History

Regulatory History (1)
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Regulatory
December 2019
Pending
Other Business ActivitiesSells Insurance

Leonard is involved with Dedicated Benefits d.b.a. Dedicated Senior Advisors, Dedicated Financial Services, LLC, and Dedicated Financial Services - Delaware, all providing financial and insurance services.

Employment History
Current Registrations
Turner Financial Group, INC.
August 2024 - Present · 1 yr 8 mos
Previous Registrations
Dedicated Financial Services LLC
August 2017 - December 2020 · 3 yrs 4 mos
Sgl Financial, LLC
February 2013 - August 2024 · 11 yrs 6 mos
Dedicated Financial Services, LLC
May 2007 - December 2012 · 5 yrs 7 mos
State Registrations8 states
AZDEFLNJPASCTXVA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Leonard Hayduchok - Financial Advisor | TrueAdvisor