Orchard Financial

Orchard Financial (CRD# 300320) is a financial advisory firm headquartered in Austin, TX. They manage $5,278,566 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Orchard Financial
Showing 1 - 1 of 1 top financial advisors.
Leah Coleman
CRD#: 5872877
6700 Menchaca Road 2d, Austin, TX 78745

Leah Coleman (CRD# 5872877) is Fee-OnlyInvestment Advisor Representative working at Orchard Financial Group in Austin, TX, and has over nine (9) years of experience in the finance industry. As the powerhouse financial planner behind this women-led, fee-only advisory firm, she specializes in Equity Recipients, LGBTQ Couples and Families, and Socially Responsible Investment Strategies. Her focus is to offer unbiased financial advice and become a committed ally to your goals that enriches your life and builds confidence in your future.

Leah Coleman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass the CFP Board's Fitness Standards for Candidates and Registrants, and agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct. These rules put clients' interests first and comply with the Financial Planning Practice Standards

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