Bryan Llewellyn
Llewellyn Financial · Charlotte, North Carolina
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.
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Specialties
Who they serve
- Founders
- Executives
- High earners
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 |
| Assets under management | $940K across 12 accounts |
| SEC registration | Investment adviser representative in AR, NC · CRD 7412118 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | llewellynfinancial.com |
| Profile |
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Questions about Bryan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Llewellyn Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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