Aaron Parrish
CRD Number: 5602021Current Firm: Level Wealth Management LLC
Compensation Model: Fee Only
Aaron Parrish, CFP® is a Greensboro, NC fee-only financial planner. He created Level Wealth Management (LWM) to present 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 keep more of their investment returns. LWM meets physically with clients in Greensboro, Charlotte, and Raleigh as well as virtually for out of state clients.
Upon graduating from Appalachian State University, Aaron 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.
CRD# 4906373
Zuraw Financial Advisors, LLC
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Captrust
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Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Level Wealth Management LLC | Greensboro, NC | Mar 2019 - Current | 5 |
| Triad Financial Advisors, Inc. | Greensboro, NC | Aug 2012 - Mar 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2009 |
- NC
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Total Assets Under Management124MILLIONS
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Total Number of Accounts303ACCOUNTS
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Average Account Value$410,231
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NC
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.
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