Greensboro, NC logo

Greensboro, NC Office

Team
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Level Wealth Management LLC logo

Level Wealth Management LLC

Supported

Firm-wide stats for Level Wealth Management LLC

Total advisors

3

Across 2 offices

Clients per advisor

31 Low

Avg AUM per client

$2,516,280 Very High

HNW client ratio

84% Very High

About

Level Wealth Management provides comprehensive financial planning and portfolio management primarily to individual and high-net-worth clients. The firm reports roughly $236.5 million in assets under management for about 94 client relationships and is supported by two advisors offering both ongoing investment management and project-based planning services.

The firm emphasizes passive investment management, building portfolios from index mutual funds and ETFs guided by client-specific Investment Policy Statements, and typically manages accounts on a discretionary basis while preferring to discuss trades with clients. Rather than relying on traditional percentage-of-AUM billing, Level charges fixed quarterly fees for its comprehensive service and negotiable fixed fees for project work, with fee ranges disclosed in its Form ADV.

Compared with many peers, Level publicly references third-party ratings and disclosures in its client materials, an uncommon practice among similar supported firms, and it structures client fees without defaulting to percentage-of-AUM billing. The firm also operates with a relatively small advisory team relative to its reported AUM, which results in a comparatively high asset-per-advisor ratio and a focus on delivering written financial plans and an annual review cadence.

Based on Level Wealth Management LLC

Expertise

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance

Based on Level Wealth Management LLC

Location

701 Green Valley Rd, Suite 100

Greensboro NC 27408

Advisors at this office

2

Advisors at this office

Robby S

CFP®

Greensboro, NC

Level Wealth Management LLC

Robby Starinsky, a Certified Financial Planner™ Professional, brings more than a decade of experience helping clients make confident decisions about their financial futures. Throughout his career, Robby developed a broad perspective on the challenges clients face across different stages of their financial lives. His desire to build deep, long-term relationships and provide comprehensive planning led him to join Level Wealth Management in 2026. Robby believes that meaningful financial planning starts with understanding what is most important to each client and building a thoughtful strategy around those priorities. A graduate of Wittenberg University, Robby lives in Charlotte with his girlfriend, Kelsey, and their two cats, Frankie and Kristof. Outside of work, he enjoys traveling with Kelsey, particularly exploring new countries and seeking out experiences that offer a different perspective on the world. He also loves discovering new restaurants around Charlotte, spending time with friends and family, and finding new places to visit around the Carolinas.

General retirement planning General tax planning Wealth management Baby Boomers (Born 1946-1964)

Aaron P

CFP®, TPCP®

Greensboro, NC

Level Wealth Management LLC

Aaron Parrish, CFP®, TPCP®, 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 potentially 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. Aaron graduated from Appalachian State University and was recruited by BB&T’s Private Banking Division to join their Financial Planning Analyst team. There, he gained valuable experience and created financial plans for hundreds of clients. He later became a Vice President and Senior Financial Advisor at Triad Financial Advisors before starting Level Wealth Management. He has also taught retirement planning courses at colleges and universities across Central North Carolina. When not working, Aaron prefers to invest his time and money in experiences—traveling with his wife, Martha, and their two children, Bradford and Dottie. He’s also a big believer in outsourcing tasks he doesn’t enjoy, so he can spend more time mountain biking and snowboarding.

Wealth management General retirement planning General tax planning Baby Boomers (Born 1946-1964)
View complete list of advisors at this office
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