Regulatory Disclosures
Leading Edge Financial Planning, LLC (LEFP) DBA StewardRight is a Registered Investment Adviser (RIA) registered with the SEC. As required by the SEC, we provide the following disclosure documents to all clients and prospective clients.
Form ADV Part 2A — Firm Brochure
Filed with the SEC — Last updated March 2026
The ADV Part 2A is our firm brochure. It describes StewardRight's services, fees, investment strategies, conflicts of interest, and disciplinary history. SEC regulations require that we deliver this document to all clients and offer updates annually.
Key topics covered:
- Advisory services and fee structure
- Types of clients we serve
- Investment strategies and methods of analysis
- Disciplinary information
- Conflicts of interest
- Code of ethics
You may also view our most recent filing directly on the SEC's Investment Adviser Public Disclosure (IAPD) website at adviserinfo.sec.gov (CRD #277149).
Form ADV Part 2B — Brochure Supplement
Individual adviser disclosure
The ADV Part 2B is the individual adviser supplement. It covers the educational background, business experience, and disciplinary history of the supervised person providing advisory services to you.
Key topics covered:
- Educational background and business experience
- Disciplinary information
- Other business activities
- Additional compensation
- Supervision
To request a copy of the ADV Part 2B for your adviser, please contact us directly:
Verify Your Adviser's Background
You can verify the professional background of any registered investment adviser or representative using FINRA's BrokerCheck tool.
Check Background on FINRA BrokerCheckQuestions?
If you have questions about any of these documents or your rights as a client, please contact Michael Proctor, Chief Compliance Officer for Leading Edge Financial Planning, LLC:
Phone: (316) 768-7526
Email: [email protected]
Address: 515 S Main St, Suite 103, Wichita, KS 67202