Level Wealth Management LLC

Level Wealth Management LLC is a registered Investment Adviser with the SEC, founded in March 2019. The firm specializes in providing comprehensive financial planning and investment advisory services, managing individually tailored investment portfolios based on clients' needs and objectives. Services include continuous advice on investment, asset allocation, and account supervision guided by client objectives and tax considerations. Clients can impose reasonable restrictions on investments. The firm offers comprehensive financial planning covering various areas such as retirement, risk management, college savings, and estate planning. Clients pay a fixed quarterly fee ranging from $3,600 to $36,000 annually, not exceeding 2% of assets under management. Investment strategies primarily focus on Passive Investment Management, utilizing index mutual funds or exchange-traded funds. The firm does not offer performance-based fees or side-by-side management. Clients include individuals and high net-worth individuals with no minimum account size requirement. Level Wealth Management LLC acts as a fiduciary, ensuring services are in the best interest of clients. Aaron Parrish, the principal owner, and Richard Andrew Cook, an Investment Adviser Representative, both hold the CFP designation and have clean disciplinary records. The firm does not receive compensation from third parties and does not engage in outside business activities. Supervision is overseen by Aaron Parrish.