Aaron Parrish is a CFP-designated registered investment advisor at Level Wealth Management LLC, based in Greensboro, NC, with 15 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 94 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Level Wealth Management offers investment management as part of its comprehensive financial planning and investment management service. This service is compensated by a quarterly fixed fee, ranging from $3,600 to $36,000 annually. This fee will not exceed 2% of your portfolio. The fee is determined by the complexity of your financial situation. LWM also offers project-based investment management on a fixed fee basis, ranging from $200 to $15,000.
Contact
Aaron Parrish
Location
701 Green Valley Rd, Suite 100, Greensboro, NC, 27408
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Level Wealth Management LLC
Previous Registrations
Triad Financial Advisors, INC.
Donnelly Steen & Company
Bb&t Investment Services, INC.
State Registrations1 state
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.
Exams
Additional Information
When not working, Aaron’s favorite way to invest his time and money is traveling with his wife Martha and their two young children, Bradford and Dottie or paying people to do tasks he hates, like mowing the lawn. He also enjoys teaming up with his son Bradford to be an “animal saver” and mountain biking.