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JL
CFA · CFP
JL
CFA · CFP

Jeffrey Llewellyn

Rockwood Wealth Management, LLC
13 Years of Experience
New Hope, PA
1 Disclosure
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Jeffrey Llewellyn is a CFA, CFP-designated registered investment advisor at Rockwood Wealth Management, LLC, based in New Hope, PA, with 13 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 971 clients with $2.9B in assets under management.

Rockwood Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
971 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$12,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.5M1.00%
$2.5M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10M+0.50%

Fees are generally billed quarterly in advance. A minimum annual fee of $12,000 applies, though fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6464 Lower York Road, New Hope, PA, 18938

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History

Regulatory History (1)
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Customer Dispute
February 2017
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jeffrey is the President and Chair of the Board for a local non-profit organization, a volunteer role for which he is not compensated. He has dual signing authority for the organization's endowment fund and bank account.

Employment History
Current Registrations
Rockwood Wealth Management, LLC
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2020 - March 2022 · 1 yr 8 mos
Fidelity Brokerage Services LLCBroker
July 2020 - March 2022 · 1 yr 8 mos
Vanguard Marketing CorporationBroker
August 2015 - July 2020 · 4 yrs 11 mos
Vanguard Advisers, INC.
August 2015 - July 2020 · 4 yrs 11 mos
Morgan Stanley
September 2013 - August 2015 · 1 yr 11 mos
Morgan StanleyBroker
August 2013 - August 2015 · 2 yrs
State Registrations2 states
PATX
Advisor

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
No exam information available for this advisor.
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