Llewellyn Financial LLC fees and pricing
Financial planner in Charlotte, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, Llewellyn Financial LLC charges a flat or project fee of $4,200-$50,000 and an annual fee of $7,800-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $4,200-$50,000
“Project-based LF offers a one-time engagement offered at a rate of $4,200-$50,000.”
- Annual fee
- $7,800-$50,000/yr
“Llewellyn Financial LLC Form ADV Part 2A 7 Financial Planning Business Wealth Strategy & Ongoing Planning Llewellyn Financial LLC offers ongoing financial planning services for an annual flat fee ranging from $7,800 to $50,000, depending on complexity.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Llewellyn Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For ongoing financial planning, fees are billed monthly, in advance.”
- “Ongoing financial planning fees are billed monthly in advance.”
- “Fees are earned on a pro-rata daily basis over the course of each billing period.”
How Llewellyn Financial LLC’s fees compare
- Its flat or project fee of $4,200-$50,000 spans the North Carolina median of $4,800. 95% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 31 of the 34 other planners in Charlotte that publish a flat or project fee charge less.
- Its annual fee of $7,800-$50,000 is above the North Carolina median of $6,000. 96% of the 49 other North Carolina planners that publish an annual fee charge less.
- 10 of the 11 other planners in Charlotte that publish an annual fee charge less.
About Llewellyn Financial LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2020 (6 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 12
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $940,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310834
- Phone
- (870) 581-0044
Can advise clients in 2 states: Arkansas, North Carolina
Other planners in Charlotte that publish fees
- Altruist Wealth ManagementCharlotte$1,000-$12,000, $750-$3,000/qtr
- Auctus Advisors LLCCharlotte$5,000-$100,000
- Aureus CapitalCharlotte$150/hr, $1,000-$10,000
- Buoyant FinancialCharlotte$2,000
- Calamita Wealth ManagementCharlotte$5,000-$15,000
- Cannon AdvisorsCharlotte$1,500-$5,000
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.