Firm
Llewellyn Financial
Charlotte, North Carolina
Fee-only
Facts
| Based in | Charlotte, North Carolina |
|---|---|
| Website | llewellynfinancial.com |
| Phone | (870) 581-0044 |
Llewellyn Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,764 a year |
|---|---|
| One-time plan | From $50,000 |
| Asset-based fee | 0.35% a year on the first tier of assets |
| How it charges | Ongoing planning fee · One-time plans or projects · Percentage of assets |
In the firm's words
"$397 /month" source
"$50,000 +" source
"Optional investment management: 0.35% AUM." source
"Flat engagement fee. Scope confirmed at intake." 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 12 |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 310834 |