Firm
Level Wealth Management LLC
Charlotte, North Carolina
Fee-only
Level Wealth Management LLC at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 94 individual clients, 79 of them high net worth.
- Its average account is about $548,000 (assets it manages divided by its 432 accounts).
- Its ongoing planning fee starts at $12,000 a year, above the North Carolina median of $4,500.
- It works with clients virtually as well as in person.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Charlotte, North Carolina |
|---|---|
| Website | levelwm.com |
| [email protected] | |
| Phone | (704) 312-2490 |
Level Wealth Management LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $12,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"we charge a flat fee of $12,000 per year ($3,000/ quarter)." source
"we charge a flat fee of $12,000 per year ($3,000/ quarter)." source
"we charge a flat fee of $12,000 per year ($3,000/ quarter)." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Assets managed | $237 million |
| Individual clients | 15 |
| High-net-worth clients | 79 |
| Accounts managed | 432 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-126572) |
| Financial planning | Offered |
| Form ADV filed | January 22, 2026 |
| SEC record | CRD 301381 |