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Facts and Insights
Llewellyn Financial LLC is a premier financial services firm that provides comprehensive financial planning and investment management services to clients nationwide. With a team of highly qualified advisors and over 20 years of experience in the industry, Llewellyn Financial LLC has established a reputation for delivering exceptional results and personalized service to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors | Business Experience |
|---|---|---|---|
| 1999 | $500 million | 10 | Over 20 years |
Financial Services Offered
Llewellyn Financial LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
– Retirement planning
– Investment management
– Estate planning
– Tax planning
– Insurance planning
– College planning
– Business planning
The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial life to create a customized plan that meets their unique needs and goals.
Client Types
Llewellyn Financial LLC serves a diverse client base, including individuals, families, small business owners, and corporations. The firm prides itself on building long-lasting relationships with its clients and serving as a trusted partner in their financial journey.
Fees & Compensation
Llewellyn Financial LLC has a fee-only compensation structure, which means the firm does not receive any commissions or incentives for recommending specific products or services. This allows the advisors to provide unbiased and objective advice that is solely focused on the clients’ best interests. The firm’s fees are based on a percentage of assets under management, ensuring that the advisors’ interests are aligned with their clients’.
Background
The founder and principal advisor of Llewellyn Financial LLC, John Llewellyn, has over 30 years of experience in the financial services industry. He holds a Certified Financial Planner (CFP®) designation and is a member of the National Association of Personal Financial Advisors (NAPFA). John and his team of advisors have a wealth of knowledge and expertise in financial planning and investment management, making them a reliable and trusted resource for clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Llewellyn Financial LLC upholds a fiduciary standard, meaning that the firm is legally obligated to act in the best interest of its clients. This standard ensures that clients receive transparent and unbiased advice from the advisors. Additionally, the firm has a clean regulatory record and has not faced any disciplinary or legal actions in the past.
How does the advisor help clients – Key Takeaways:
Llewellyn Financial LLC is dedicated to providing top-notch financial planning and investment management services to clients. With a team of experienced advisors and a comprehensive range of services, the firm assists clients in achieving their financial goals and securing their financial futures. The firm’s fiduciary standard, fee-only compensation structure, and transparent approach make it a reliable and trustworthy partner for clients seeking expert financial guidance.