Our Services

At Llewellyn Financial, a Charlotte-based fee-only financial advisor for supply chain executives, we offer tailored planning services to match your stage of success.

Executive Planning

You’ve built a successful career — now it’s time to ensure your wealth works as hard as you did. Executive Planning offers a comprehensive, proactive approach to retirement and legacy planning so nothing is left to chance.

Perfect if you want:

A clear retirement income and tax plan
Strategies for charitable giving and family legacy
Confidence knowing every angle has been considered and optimized

What’s Included:

Quarterly strategy and progress reviews
Cash Flow Mastery Plan
College savings and legacy planning
Risk management and insurance review
Debt payoff strategy
Charitable giving (DAF) and estate coordination
Retirement income and withdrawal plan
Tax-advantaged investing and tax planning
Personalized Investment Blueprint

Fee Structure: 1% of assets under management
Minimum: $750,000 AUM or $600/month flat fee

Executive Fast-track

You’re in the prime of your career — balancing promotions, compensation plans, and growing wealth. Executive Fast-Track is built to maximize efficiency and growth while ensuring smart, strategic decision-making.

Perfect if you want:

To streamline debt, savings, and investment decisions
Help navigating equity comp and tax-smart investing
Guidance without the full complexity of retirement planning

What’s Included:

Bi-annual reviews
Strategic Debt Optimization
Cash Flow Mastery Plan
Risk management and investment alignment
Personalized Investment Blueprint

Fee Structure: 1% of assets under management
Minimum: $300,000 AUM or $250/month flat fee

Executive Project

You’re confident managing your finances day-to-day, but recognize when expert advice can sharpen your approach. Executive Project gives you targeted, hourly guidance on whatever issue is most important right now.

Perfect if you want: