# Bryan Llewellyn

> Bryan Llewellyn is a fee-only financial advisor at Llewellyn Financial in Charlotte, North Carolina. Bryan charges an ongoing planning fee, a one-time planning fee and a percentage of assets (ongoing planning from $4,764 a year and one-time plans from $50,000) and focuses on founders (pre-exit), small business owners and equity compensation.

Page: https://find.wellspent.co/advisors/bryan-llewellyn/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Llewellyn Financial
- **Based in:** Charlotte, North Carolina
- **Fee model:** Ongoing planning fee; One-time planning fee; Percentage of assets
- **Fees (firm's website):** ongoing planning from $4,764 a year; one-time plans from $50,000; 0.35% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $940K across 12 accounts
- **Specialties:** Founders (pre-exit), Small business owners, Equity compensation, Tax planning, Estate & legacy planning
- **Works with:** Founders, Executives, High earners
- **CRD:** 7412118 (https://adviserinfo.sec.gov/individual/summary/7412118)
- **SEC registration:** Investment adviser representative in AR, NC
- **Exams passed:** Series 65 (2021)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://llewellynfinancial.com

## Frequently asked questions

### Is Bryan Llewellyn a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bryan holds no broker registration, and Llewellyn Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bryan charge for financial advice?

Bryan charges an ongoing planning fee, a one-time planning fee and a percentage of assets.

### How much does Bryan charge?

According to Llewellyn Financial's website, checked October 30, 2026: ongoing planning from $4,764 a year; one-time plans from $50,000; 0.35% a year on the first tier of assets managed.

### Where is Bryan Llewellyn based?

Bryan Llewellyn is based in Charlotte, North Carolina.

### What does Bryan specialize in?

Bryan's specialties include founders (pre-exit), small business owners, equity compensation, tax planning and estate & legacy planning. Bryan works with founders, executives and high earners.

### Is Bryan Llewellyn registered with the SEC?

Yes. Bryan Llewellyn is registered as an investment adviser representative in AR and NC (CRD 7412118), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Llewellyn Financial manage?

Llewellyn Financial reports $940K across 12 accounts in assets under management.

### How do I contact Bryan Llewellyn?

Through Bryan's website, llewellynfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7412118): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.llewellynfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.