Aaron Parrish, CFP^®

President

204 Muirs Chapel Rd, Ste 100
Greensboro, NC 27410-6174

FINANCIAL ADVISOR'S WEBSITE

www.levelwm.com

(336) 355-1432 CONNECT WITH Aaron

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

LWM’s flat fee of $6,000 ($1,500/quarter) per family is simple and transparent. It doesn’t cost more to manage $1MM than it does to manage $500k, so why should clients pay more? The more we save our clients, the quicker they can reach their goals.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Company Website

General

Aaron Parrish is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Greensboro, NC and the surrounding communities.

Financial Advisor Overview

Aaron Parrish is a Greensboro, NC fee-only financial planner. Level Wealth Management (LWM) presents a new option to investors transitioning into and through retirement. Historically, investors have had to do it themselves, work with a commission broker or work with an advisor that charges a percentage of their investments. LWM helps clients build intelligent portfolios, map out retirement and reduce taxes for one flat retainer fee that isn’t based on account size. This fee structure reduces conflicts of interest and allows clients to potentially keep more of their investment returns.

Financial Advisor Experience

Aaron Parrish is a Certified Financial Planner™ based in Greensboro, NC. His goal of starting a client-first firm with foundations built on fairness and transparency came to fruition when he started LWM. Upon graduating from Appalachian State University, he was recruited by BB&T’s Private Banking Division to join their Financial Planning Analyst team. There, he gained invaluable experience creating financial plans for hundreds of BB&T clients. Most recently, Aaron was a Vice President and Senior Financial Advisor at Triad Financial Advisors. Besides his day-to-day role of managing client relationships, he also taught retirement planning courses at colleges and universities all over Central North Carolina. Aaron has a true passion for helping people navigate the complex waters of retirement so that they may live their best lives with the resources for which they’ve worked so hard. After helping hundreds of clients happily retire, he is excited about narrowing his focus and providing a higher level of service to his clients. When not working, Aaron and his wife Martha avidly travel with their two young children, Bradford (5) and Dottie (1). Besides traveling, Aaron loves reading, being an “animal saver” with Bradford and when presented, the occasional beach volleyball game.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Disclaimer

Level Wealth Management LLC (“LWM”) is a registered investment adviser offering advisory services in the State of North Carolina and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Mutual Funds, Retirement, Life Planning, Sudden Wealth, Personal Taxes