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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-12-1980
- Office Locations
- 1
Office Locations
About Lesjak Planning, LLC
Lesjak Planning is a fee-only, independent, family-owned financial planning and investment management firm (est. 1980) focused on long-term, plan-driven relationships with individuals and families. The team meets annually, provides detailed written plans and quarterly/annual portfolio reporting for clients and their tax/estate specialists, and runs an Annual Management Program for next-generation clients early in their financial journey. Portfolios commonly use ETFs and fixed income; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 27, 2026, reported AUM increased 7.3%, from $369.0M to $396.0M.
Across 5 reported observations, AUM increased 17.3% between March 25, 2022 and March 27, 2026, from $337.5M to $396.0M.
Of the latest reported AUM, 98.2% is discretionary and 1.8% is non-discretionary.
The firm reports 5 advisory representatives and 376 clients, or 75.2 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 45 years in operation. The source data was last updated on July 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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- Custodian
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Owner & Executives
MICHAEL JOSEPH LESJAK
Certified Financial Planner, President
- CRD
- #1081405
- Ownership
- 75% or more
MARC CHRISTIAN THOMAS
Certified Financial Planner, Chief Compliance Officer
- CRD
- #4672267
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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NATHAN RUSSELL GIST
Certified Financial Planner
- CRD
- #5067437
DAVID MATTHEW LESJAK
Certified Financial Planner
- CRD
- #842592
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $389,000,000 | $1,026,385 |
| Non-Discretionary | $7,000,000 | $3,500,000 |
| Total | $396,000,000 | $1,039,370 |
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Separately Managed Accounts
SMA allocation detail is available
Lesjak Planning, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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