Jason Llewellyn
Jason Llewellyn is a registered investment advisor at Holistic Financial Partners, LLC, based in Indianapolis, IN, with 22 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 808 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 1.05% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
HFP may negotiate a lower fee based on certain criteria.
Fee Estimator
Location
9959 Crosspoint Boulevard, Indianapolis, IN, 46256
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2015Other Business Activities
Jason is the President of 9959 Investments, LLC, which holds rental property, dedicating minimal time to it. He is also a board member of CDFA.
Employment History
Current Registrations
Holistic Financial Partners, LLC
Previous Registrations
Raymond James & Associates, INC.
Clifton Gunderson
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.