Level Wealth Management LLC fees and pricing
Financial planner in Greensboro, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 22, 2026, Level Wealth Management LLC charges a flat or project fee of $200-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $200-$15,000
“The fixed fee can range between $200 and $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Level Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee will be paid quarterly, in advance.”
- “The first period fee will be prorated based on the date that the financial planning and investment management contract is executed.”
- “These fees may be negotiable in certain cases.”
How Level Wealth Management LLC’s fees compare
- Its flat or project fee of $200-$15,000 spans the North Carolina median of $4,800. 72% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 8 of the 9 other planners in Greensboro that publish a flat or project fee charge less.
About Level Wealth Management LLC
- Principal: Aaron Parrish
- Firm size: 3 employees.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 94
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $236,530,307
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 301381
- Phone
- (336) 355-1432
Other planners in Greensboro that publish fees
- By Design Financial PlanningGreensboro$250/hr, $2,400-$6,000/yr
- Clef Financial, LLCGreensboro$1,000-$10,000
- Defining Legacy AdvisorsGreensboro$500-$10,000
- Legs FinancialGreensboro$3,600-$6,000, $7,200-$16,000/yr
- Park Wealth Management, LLCGreensboro$150/hr
- Phoenix Financial Solutions, Inc.Greensboro$250/hr, $500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.