Aaron Parrish
Level Wealth Management LLC · Charlotte, North Carolina
Aaron Parrish is a fee-only financial advisor at Level Wealth Management LLC in Charlotte, North Carolina, who holds the CFP and TPCP credentials. Aaron charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $12,000 a year) and focuses on flat-fee planning, retirement planning and tax planning.
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Specialties
Facts
| Firm | Level Wealth Management LLC |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $12,000 a year |
| Works virtually | Yes |
| Assets under management | $236.5M across 432 accounts |
| Credentials | CFP · TPCP |
| SEC registration | Investment adviser representative in NC · CRD 5602021 |
| Exams passed | Series 66 (2009) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | levelwm.com |
| Profile |
How Aaron's firm compares
- Ongoing planning starts at $12,000 a year, above the North Carolina median of $4,500 for fee-only firms that publish prices.
- Level Wealth Management LLC's average account is about $548,000, from its Form ADV (assets managed divided by 432 accounts).
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Questions about Aaron
Is Aaron Parrish a fee-only financial advisor?
Yes. Aaron Parrish is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Aaron's firm.
How does Aaron charge for financial advice?
Aaron charges a flat fee or retainer and an ongoing planning fee.
How much does Aaron charge?
According to Level Wealth Management LLC's website, checked October 28, 2026: ongoing planning from $12,000 a year.
Does Aaron work with clients virtually?
Yes. Level Wealth Management LLC says on its website that it works with clients remotely.
Where is Aaron Parrish based?
Aaron Parrish is based in Charlotte, North Carolina.
What does Aaron specialize in?
Aaron's specialties include flat-fee planning, retirement planning and tax planning.
What credentials does Aaron Parrish hold?
Aaron Parrish holds the CFP and TPCP credentials.
Is Aaron Parrish registered with the SEC?
Yes. Aaron Parrish is registered as an investment adviser representative in NC (CRD 5602021), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Level Wealth Management LLC manage?
Level Wealth Management LLC reports $236.5M across 432 accounts in assets under management.
How do I contact Aaron Parrish?
Through Aaron's website, levelwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Level Wealth Management LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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