Your Flat Fee Financial Advisor Serving North Carolina & Nationwide
Plan Your Finances - Invest Your Wealth - Reduce Your Taxes
Level Wealth Management is a flat fee-only financial advisor founded in Greensboro, North Carolina. We meet with clients in- person in Greensboro, Charlotte and virtually across the country. Our mission is to make wealth management and retirement planning easy, straightforward, and stress-free .
As Certified Financial Planner™ Professionals and fiduciaries, we provide comprehensive financial planning, investment management, and tax reduction strategies.
Together, we can help you build an intelligent portfolio, navigate the complexities of retirement, reduce taxes, and tackle your financial goals.
Professional Designations & Partnerships
Services We Offer As A Flat Fee-Only Financial Advisor
Your financial goals are unique, our advice is too. Our fee-only advisory services are comprehensive and tailored to your personal financial situation.
Financial Planning
As Certified Financial Planner™ Professionals, we provide comprehensive financial planning designed to give you the confidence that you are not missing anything in your financial life.
We work with a select number of clients on a fee-only basis to build clear and customized financial plans. In addition to our semi-annual service calendar, our clients have unlimited access to our team to address challenges when they arise.
Investment Management
Meet your investment management goals with the care and oversight of a fiduciary. We’ll discuss your long-term goals, manage your portfolio, and help decide when to make changes to meet each goal.
We focus on investment strategies that are evidence-based and straightforward. Our process keeps fees low and consistent. Market performance won’t affect what you pay us.
We will discuss the relationship between your portfolio and your goals, tailor-making an efficient solution built for all market cycles.
Tax Planning
Everyone pays taxes. We believe it’s important to not just focus on what you earn, but also what you keep.
Together, we will help you find proactive ways to potentially lower your tax bill, forecast upcoming taxes, optimize withholding, and understand the impact that different financial decisions have on your tax bill. Smart wealth management includes pro-active tax planning so that you are keeping more of what you earn.
See what our clients have to say
Questions Your Financial Advisor Helps You Answer
Financial Planning
When can I retire and what goals are feasible given my financial picture?
Investment Strategy
Is my portfolio efficient and does my asset allocation in each account match my goals?
Tax Planning
How can I reduce taxes today and overtime? What withdrawal strategy makes the most sense for me?
Social Security
When should I take my retirement benefits and what factors should I be considering?
Health Insurance
What costs do I need to plan for and how do I know I have enough coverage?
Supplemental Insurance
What are the pros and cons of Medicare Advantage and Supplemental plans? Which choice is right for me?
Estate Management
Are my estate planning documents, beneficiary designations, and ownership structure of my accounts aligned?
Cash Flow
What is the optimal way to structure my income and expenses in retirement? What do my future tax liabilities look like?
Coaching
How should I be proactive and strategic given today’s market climate?
Interested in working with us?
Our Flat Fees Are Clear and Easy to Understand
As a flat fee-only financial advisor, the advice we give and the fees we charge are both clear, transparent, and easy to understand.
What a traditional advisor may not share with you is that when it comes to investment management, it does not cost more to manage $3MM than it does $1MM. This is why we believe you, as an investor, should not be paying more.
With our small, efficient, and friendly firm located in North Carolina, we charge a flat fee of $9,600 per year ($2,400/ quarter). There are no hidden fees or commissions, just simplicity and transparency.
We believe with the money you potentially save under our flat, fee-only model of comprehensive financial planning services and straightforward investment strategies, you can reach your financial goals sooner.
Small Firm, Big Heart
Your Financial Advisor With Easy to Understand Flat-Fee Services
Hi there, I’m Aaron. I’m a CFP® in Greensboro, NC. I started my firm with one simple goal:
Give great people easy access to high-quality financial planning and investment services.
At Level Wealth Management, we want to make your wealth management and retirement planning process straightforward and stress free.
If you’re ready to find a partner you can trust to help you make your wealth management and retirement planning easy, we’re ready to help.
Aaron Parrish, CFP®
Be Prepared For Taxes In Retirement
Free Tax Planning Resource
Traditional retirement planning advice often recommends you delay paying taxes as long as possible.
However, when we dig deeper into tax planning with our clients and take a proactive approach, we sometimes discover they are in an attractive tax bracket today.
Download our quick tax planning resource to see a case study showcasing a surprising scenario where you may want to pay taxes now, rather than later.
We’re Here to Help
We know when looking for wealth management you have a lot of choices.
Our objective isn’t to become the biggest firm. We aim to be small but mighty. Efficient, friendly, and focused. Let us help you get the numbers right so you can focus on what matters the most to you in life.